Position in CL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$412,768
+$32,129 QoQ
Shares Held
4,843
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026CAPSTONE WEALTH MANAGEMENT GROUP, LLC holds $1,287,896 across 3 Household & Personal Products names. CL ranks #2 (32.0% of the industry book) .
All Filings in CL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $412,768 | 4,843 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $380,639 | 4,817 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $393,864 | 4,927 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $448,955 | 4,939 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $463,252 | 4,944 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $846,190 | 9,308 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $988,271 | 9,520 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $895,485 | 9,228 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $832,962 | 9,250 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $604,201 | 7,580 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $324,332 | 4,561 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $349,222 | 4,533 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $338,625 | 4,506 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $352,821 | 4,478 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $312,612 | 4,450 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $354,619 | 4,425 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $333,500 | 4,398 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $373,277 | 4,374 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||