Current Market Value 137,756,299
Current Holdings 87
Most Recent File Date 2025-07-30
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Capstone Triton Financial Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-30 2025-06-30 13F-HR 87 137,756
2025-03-10 2024-12-31 13F-HR 107 160,013
2024-10-25 2024-09-30 13F-HR 110 156,317
2024-08-13 2024-06-30 13F-HR 96 142,527
2024-04-19 2024-03-31 13F-HR 99 140,878
2024-01-09 2023-12-31 13F-HR 105 137,087
2023-10-11 2023-09-30 13F-HR 103 136,793
2023-07-17 2023-06-30 13F-HR 106 145,504
2023-04-06 2023-03-31 13F-HR 101 132,908
2023-01-17 2022-12-31 13F-HR 102 124,677
2022-10-28 2022-09-30 13F-HR 96 116,889
2022-08-15 2022-06-30 13F-HR 100 132,340
2022-05-12 2022-03-31 13F-HR 104 143,283
2022-02-11 2021-12-31 13F-HR 85 49,566
2021-11-17 2021-09-30 13F-HR/A 1 R 120 166,298
2021-11-12 2021-09-30 13F-HR 120 166,298
2021-08-09 2021-06-30 13F-HR 119 162,511
2021-05-17 2021-03-31 13F-HR 118 151,303
2021-01-28 2020-12-31 13F-HR 349 163,302