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Capstone Wealth Management Group, Inc.: XLF position timeline

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

Capstone Wealth Management Group, Inc. held 86,334 XLF 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 86,334 shares
    Change vs previous 13F -6,745 shares

    2.79% of the 13F portfolio, value $4,628,391.

    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 93,079 shares
    Change vs previous 13F -4,848 shares

    2.83% of the 13F portfolio, value $4,595,293.

    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 97,927 shares
    Change vs previous 13F -3,997 shares

    3.25% of the 13F portfolio, value $5,363,487.

    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 101,924 shares
    Change vs previous 13F -1,099 shares

    3.51% of the 13F portfolio, value $5,490,627.

    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 103,023 shares
    Change vs previous 13F -2,237 shares

    3.93% of the 13F portfolio, value $5,395,309.

    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 105,260 shares
    Change vs previous 13F -2,434 shares

    4.19% of the 13F portfolio, value $5,243,007.

    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 107,694 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $5,204,866.

    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).