Skip to main content

Capstone Wealth Management Group LLC

SEC CIK
0002059649
Latest filing
Apr 16, 2026

DJP holding history

Barclays Bank PLC 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.

DJP overviewAll 13F holders of DJPFull Q1 2026 holdings

Shares (Q1 2026)
7,335
Value
$353.1K
% of portfolio
0.2%
Quarters held
6
Since Q4 2024
Holdings of DJP by Capstone Wealth Management Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20267,335$353.1K0.2%+500+7.3%AddedHolders
Q4 20256,835$257.1K0.2%00.0%UnchangedHolders
Q3 20256,835$242.2K0.2%−450−6.2%ReducedHolders
Q2 20257,285$247.5K0.2%00.0%UnchangedHolders
Q1 20257,285$257.2K0.2%−1,900−20.7%ReducedHolders
Q4 20249,185$294.7K0.2%–No prior filingHolders