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Capstone Wealth Management Group, Inc.: XLE position timeline

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

Capstone Wealth Management Group, Inc. held 58,866 XLE 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 58,866 shares
    Change vs previous 13F +2,140 shares

    1.88% of the 13F portfolio, value $3,126,381.

    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 56,726 shares
    Change vs previous 13F -99 shares

    2.14% of the 13F portfolio, value $3,475,012.

    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 56,825 shares
    Change vs previous 13F +28,488 shares

    1.54% of the 13F portfolio, value $2,540,654.

    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 28,337 shares
    Change vs previous 13F +585 shares

    1.62% of the 13F portfolio, value $2,531,654.

    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 27,752 shares
    Change vs previous 13F -1,642 shares

    1.71% of the 13F portfolio, value $2,353,647.

    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 29,394 shares
    Change vs previous 13F -2,970 shares

    2.19% of the 13F portfolio, value $2,746,869.

    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 32,364 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $2,772,300.

    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).