Capstone Wealth Management Group, Inc.: K position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Wealth Management Group, Inc. on K, newest first. How the timeline and the estimate are built.
Capstone Wealth Management Group, Inc. held 0 K shares at 2025-12-31 per its 13F-HR filed 2026-01-09.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -2,941 shares
13F-HR 0002085853-26-000026 filed by Capstone Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 2,941 sharesChange vs previous 13F -460 shares
0.15% of the 13F portfolio, value $241,221.
13F-HR 0002085853-25-000283 filed by Capstone Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,401 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $270,482.
13F-HR 0001667731-25-000810 filed by Capstone Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,401 sharesChange vs previous 13F -204 shares
0.22% of the 13F portfolio, value $280,548.
13F-HR 0001667731-25-000620 filed by Capstone Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 3,605 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $291,897.
13F-HR/A 0001667731-25-000615 filed by Capstone Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).