Capstone Wealth Management, LLCETFConcentrated long-term

CIK: 0002019411 | TUSCALOOSA, AL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	177	$215.9M	2026-11-02	SEC ↗
Q2 2026	13F-HR	188	$215.5M	2026-07-23	SEC ↗
Q1 2026	13F-HR	50	$143.4M	2026-04-16	SEC ↗
Q4 2025	13F-HR	48	$137.0M	2026-01-20	SEC ↗
Q3 2025	13F-HR	50	$129.9M	2025-10-09	SEC ↗
Q2 2025	13F-HR	48	$114.1M	2025-07-14	SEC ↗
Q1 2025	13F-HR	49	$100.4M	2025-04-16	SEC ↗
Q4 2024	13F-HR	47	$102.4M	2025-01-17	SEC ↗