Skip to main content

Capstone Wealth Management Group LLC

SEC CIK
0002059649
Latest filing
Apr 16, 2026

WPM holding history

Wheaton Precious Metals Corp. 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.

WPM overviewAll 13F holders of WPMFull Q1 2026 holdings

Shares (Q1 2026)
37,960
Value
$4.97M
% of portfolio
3.1%
Quarters held
6
Since Q4 2024
Holdings of WPM by Capstone Wealth Management Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202637,960$4.97M3.1%−800−2.1%ReducedHolders
Q4 202538,760$4.56M2.8%−463−1.2%ReducedHolders
Q3 202539,223$4.39M2.8%−33−0.1%ReducedHolders
Q2 202539,256$3.53M2.6%+1,415+3.7%AddedHolders
Q1 202537,841$2.94M2.3%+511+1.4%AddedHolders
Q4 202437,330$2.10M1.6%–No prior filingHolders