Capstone Wealth Management, LLC 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, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2019411): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-23). 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Wernau Asset Management Inc. | United States | $0.143B | 50 |
| Ackerman Asset Management, LLC | United States | $0.143B | 35 |
| Aragon Global Management, LP | United States | $0.143B | 18 |
| STOLZ & ASSOCIATES, PS | United States | $0.143B | 30 |
| GordonMD Global Investments LP | United States | $0.144B | 16 |
| Encore Global Management, LP | United States | $0.143B | 70 |
| HEMMING& WEALTH MANAGEMENT, INC. | United States | $0.143B | 15 |
| PINCUS CAPITAL MANAGEMENT, LP | United States | $0.144B | 50 |
| OneAscent Family Office, LLC | United States | $0.143B | 182 |
| Aureum Wealth Management, LLC | United States | $0.144B | 60 |