Capstone Financial Advisors, Inc.: AMZN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on AMZN, newest first. How the timeline and the estimate are built.
Capstone Financial Advisors, Inc. held 37,326 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 37,326 sharesChange vs previous 13F -1,587 shares
0.43% of the 13F portfolio, value $8,896,242.
13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 38,913 sharesChange vs previous 13F -449 shares
0.44% of the 13F portfolio, value $8,104,378.
13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,362 sharesChange vs previous 13F -662 shares
0.48% of the 13F portfolio, value $9,085,501.
13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 40,024 sharesChange vs previous 13F +5,767 shares
0.48% of the 13F portfolio, value $8,788,036.
13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,257 sharesChange vs previous 13F +361 shares
0.44% of the 13F portfolio, value $7,515,609.
13F-HR 0001599217-25-000005 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,896 sharesChange vs previous 13F -2,159 shares
0.4% of the 13F portfolio, value $6,449,024.
13F-HR 0001599217-25-000003 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 36,055 sharesChange vs previous 13F -2,310 shares
0.49% of the 13F portfolio, value $7,910,072.
13F-HR 0001599217-25-000001 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 38,365 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $7,148,522.
13F-HR 0001599217-24-000012 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).