Capstone Financial Advisors, Inc.: BND position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on BND, newest first. How the timeline and the estimate are built.
Capstone Financial Advisors, Inc. held 1,832,708 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,832,708 sharesChange vs previous 13F +60,772 shares
6.56% of the 13F portfolio, value $134,539,066.
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 1,771,936 sharesChange vs previous 13F +5,966 shares
7.03% of the 13F portfolio, value $130,485,404.
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 1,765,970 sharesChange vs previous 13F +39,999 shares
6.97% of the 13F portfolio, value $130,805,383.
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 1,725,971 sharesChange vs previous 13F +32,058 shares
6.96% of the 13F portfolio, value $128,360,440.
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 1,693,913 sharesChange vs previous 13F +7,258 shares
7.23% of the 13F portfolio, value $124,722,843.
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 1,686,655 sharesChange vs previous 13F +27,223 shares
7.77% of the 13F portfolio, value $123,884,833.
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 1,659,432 sharesChange vs previous 13F +55,217 shares
7.37% of the 13F portfolio, value $119,329,781.
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 1,604,215 sharesChange vs previous 13F not available
7.41% of the 13F portfolio, value $120,492,579.
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).