Capstone Wealth Management Group LLC SEC EDGAR Filings (CIK 0002059649)

SEC EDGAR filings, ownership reports, and insider transactions for Capstone Wealth Management Group LLC.

Business address
404 Sw Columbia St, Ste 230, Bend, OR, 97702
Top securities (13F)
AAPL, BIL, XLK, XOM, XLF, NVDA, ITA, WPM, BRKB, BILS, GDX, JEPI, SLV, GOOG, XLV, JEPQ, MSFT, LRCX, XLG, and VIG
State of incorporation
OR
Fiscal year end
31 December
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Capstone Wealth Management Group LLC has filed 7 SEC EDGAR filings since 01 May 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 09 Jan 2026 31 Dec 2025 028-25525
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-25525
N-PX Open Document Open Filing 28 Jul 2025 30 Jun 2025 028-25525
13F-HR Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-25525
13F-HR Open Document Open Filing 13 May 2025 31 Mar 2025 028-25525
13F-HR/A Open Document Open Filing 12 May 2025 31 Dec 2024 028-25525
13F-HR Open Document Open Filing 01 May 2025 31 Dec 2024 028-25525