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Capstone Wealth Management Group, Inc.: XLG position timeline

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

Capstone Wealth Management Group, Inc. held 43,013 XLG 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 43,013 shares
    Change vs previous 13F -1,492 shares

    1.59% of the 13F portfolio, value $2,633,699.

    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 44,505 shares
    Change vs previous 13F +183 shares

    1.49% of the 13F portfolio, value $2,427,756.

    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 44,322 shares
    Change vs previous 13F +101 shares

    1.59% of the 13F portfolio, value $2,627,422.

    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 44,221 shares
    Change vs previous 13F -205 shares

    1.62% of the 13F portfolio, value $2,543,613.

    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 44,426 shares
    Change vs previous 13F -3,798 shares

    1.68% of the 13F portfolio, value $2,314,570.

    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 48,224 shares
    Change vs previous 13F +11,266 shares

    1.77% of the 13F portfolio, value $2,219,289.

    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 36,958 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,846,442.

    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).