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Capstone Wealth Management, LLC

SEC CIK
0002019411
Latest filing
Jul 23, 2026

FIX holding history

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

FIX overviewAll 13F holders of FIXFull Q2 2026 holdings

Shares (Q2 2026)
379
Value
$751.2K
% of portfolio
0.3%
Quarters held
1
Since Q2 2026
Holdings of FIX by Capstone Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026379$751.2K0.3%+379NewHolders