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Capstone Wealth Management Group, Inc.: PFF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Wealth Management Group, Inc. on PFF, newest first. How the timeline and the estimate are built.

Capstone Wealth Management Group, Inc. held 70,806 PFF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,806 shares
    Change vs previous 13F -2,038 shares

    1.3% of the 13F portfolio, value $2,158,875.

    13F-HR 0002085853-26-000874 filed by Capstone Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 72,844 shares
    Change vs previous 13F -2,645 shares

    1.36% of the 13F portfolio, value $2,208,639.

    13F-HR 0002085853-26-000400 filed by Capstone Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,489 shares
    Change vs previous 13F -3,800 shares

    1.42% of the 13F portfolio, value $2,337,155.

    13F-HR 0002085853-26-000026 filed by Capstone Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 79,289 shares
    Change vs previous 13F -1,989 shares

    1.6% of the 13F portfolio, value $2,507,124.

    13F-HR 0002085853-25-000283 filed by Capstone Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 81,278 shares
    Change vs previous 13F -10,223 shares

    1.81% of the 13F portfolio, value $2,493,610.

    13F-HR 0001667731-25-000810 filed by Capstone Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 91,501 shares
    Change vs previous 13F -9,368 shares

    2.24% of the 13F portfolio, value $2,811,830.

    13F-HR 0001667731-25-000620 filed by Capstone Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 100,869 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $3,171,310.

    13F-HR/A 0001667731-25-000615 filed by Capstone Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).