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Capstone Financial Advisors, Inc.: ACN position timeline

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

Capstone Financial Advisors, Inc. held 4,059 ACN 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 4,059 shares
    Change vs previous 13F -489 shares

    0.02% of the 13F portfolio, value $505,102.

    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 4,548 shares
    Change vs previous 13F -840 shares

    0.05% of the 13F portfolio, value $901,823.

    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 5,388 shares
    Change vs previous 13F +2,524 shares

    0.08% of the 13F portfolio, value $1,445,601.

    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 2,864 shares
    Change vs previous 13F -2,706 shares

    0.04% of the 13F portfolio, value $706,263.

    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 5,570 shares
    Change vs previous 13F -70 shares

    0.1% of the 13F portfolio, value $1,664,818.

    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 5,640 shares
    Change vs previous 13F +379 shares

    0.11% of the 13F portfolio, value $1,759,906.

    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 5,261 shares
    Change vs previous 13F -221 shares

    0.11% of the 13F portfolio, value $1,850,768.

    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 5,482 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,937,778.

    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).