Position in WALD
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$9,500
-$9,300 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WALD 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. WALD ranks #3 (0.7% of the industry book) .
All Filings in WALD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,500 | 10,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $18,800 | 10,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,800 | 10,000 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||