Skip to main content

Capstone Wealth Management Group, LLC

SEC CIK
0001923052
Latest filing
Jul 30, 2026

SHOP holding history

Shopify 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.

SHOP overviewAll 13F holders of SHOPFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of SHOP by Capstone Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−3,320−100.0%Sold outHolders
Q2 20233,320$214.5K0.2%−2,300−40.9%ReducedHolders
Q1 20235,620$269.4K0.3%−3,025−35.0%ReducedHolders
Q4 20228,645$300.1K0.3%−4,500−34.2%ReducedHolders
Q3 202213,145$354.0K0.5%+4,775+57.0%AddedHolders
Q2 20228,370$261.0K0.3%+1,550+22.7%AddedConverted for a 10-for-1 splitHolders
Q1 2022682$461.0K0.5%+92+15.6%AddedHolders
Q4 2021590$813.0K0.7%–No prior filingHolders