Capstone Wealth Management Group, LLC

SEC CIK: 0001923052
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

AI holding history

C3.ai, Inc. in every 13F filed by Capstone Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AI overview All 13F holders of AI Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of AI by Capstone Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−7,270−100.0%	Sold out	Holders
Q2 2023	7,270	$264.8K	0.3%	−1,096−13.1%	Reduced	Holders
Q1 2023	8,366	$280.9K	0.3%	+8,366	New	Holders