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Capstone Wealth Management, Inc.ETFConcentrated long-term

CIK: 0002112205 | BILLINGS, MT

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR48$133.2M2026-08-13SEC ↗
Q1 2026
13F-HR38$117.9M2026-05-15SEC ↗
Q4 2025
13F-HR40$114.1M2026-02-20SEC ↗