Skip to content
Disclosery

Capstone Financial Advisors, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Capstone Financial Advisors, Inc. held 138,711 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,711 shares
    Change vs previous 13F -3,305 shares

    1.96% of the 13F portfolio, value $40,137,332.

    13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 142,016 shares
    Change vs previous 13F -2,963 shares

    1.94% of the 13F portfolio, value $36,042,136.

    13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 144,979 shares
    Change vs previous 13F -5,384 shares

    2.1% of the 13F portfolio, value $39,413,868.

    13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 150,363 shares
    Change vs previous 13F +3,566 shares

    2.08% of the 13F portfolio, value $38,286,924.

    13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 146,797 shares
    Change vs previous 13F -2,461 shares

    1.75% of the 13F portfolio, value $30,118,400.

    13F-HR 0001599217-25-000005 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 149,258 shares
    Change vs previous 13F -6,329 shares

    2.08% of the 13F portfolio, value $33,154,645.

    13F-HR 0001599217-25-000003 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 155,587 shares
    Change vs previous 13F -3,464 shares

    2.41% of the 13F portfolio, value $38,962,194.

    13F-HR 0001599217-25-000001 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 159,051 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $37,058,901.

    13F-HR 0001599217-24-000012 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).