Capstone Wealth Management, LLC

Position in BLK — BlackRock, Inc.

CIK 2019411 TUSCALOOSA, AL

Position in BLK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$210,581

New position

Shares Held

219

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,953

of 2,274 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capstone Wealth Management, LLC holds $833,229 across 3 Asset Management names. BLK ranks #3 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	768	$352,327
2	NTRS	Northern Trust Corp	1,555	$270,321
3	BLK	BlackRock, Inc. This page	219	$210,581

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,581	219	—	Shares	Sole	2026-07-23
No filing history on record for this holder in this stock.