Advertisement
Screener

Capstone Wealth Management, Inc. Last Quarter Change: Foreign Bonds: Other Debt, New

Capstone Wealth Management, Inc. quarter change: Foreign Bonds: Other Debt, New

In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Capstone Wealth Management, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2112205): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Ridge Creek Global, IncUnited States$0.118B85
Tandem Investment Partners LLCUnited States$0.118B73
Oceanic Investment Management LTDIsle of Man$0.118B43
Index Venture Growth Associates III LtdJersey$0.118B2
Advocate Investing Services LLCUnited States$0.118B448
Walnut Level Capital LLCUnited States$0.118B39
Warm Springs Advisors Inc.United States$0.118B48
PARAGON CAPITAL MANAGEMENT INCUnited States$0.118B70
North Capital, Inc.United States$0.118B93
Koenig Investment Advisory, LLCUnited States$0.118B36