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Capstone Wealth Management Group, Inc.: SOXX position timeline

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

Capstone Wealth Management Group, Inc. held 4,927 SOXX 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 4,927 shares
    Change vs previous 13F -68 shares

    1.9% of the 13F portfolio, value $3,157,098.

    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 4,995 shares
    Change vs previous 13F -1 shares

    1.01% of the 13F portfolio, value $1,641,653.

    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 4,996 shares
    Change vs previous 13F -4 shares

    0.91% of the 13F portfolio, value $1,504,491.

    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 5,000 shares
    Change vs previous 13F -160 shares

    0.87% of the 13F portfolio, value $1,355,715.

    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 5,160 shares
    Change vs previous 13F -777 shares

    0.9% of the 13F portfolio, value $1,231,664.

    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 5,937 shares
    Change vs previous 13F -1,795 shares

    0.89% of the 13F portfolio, value $1,117,224.

    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 7,732 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,666,162.

    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).