Capstone Financial Advisors, Inc.: CMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on CMG, newest first. How the timeline and the estimate are built.
Capstone Financial Advisors, Inc. held 7,182 CMG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 7,182 sharesChange vs previous 13F -5,501 shares
0.01% of the 13F portfolio, value $244,188.
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 12,683 sharesChange vs previous 13F -1,271 shares
0.02% of the 13F portfolio, value $405,983.
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 13,954 sharesChange vs previous 13F -445 shares
0.03% of the 13F portfolio, value $516,298.
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 14,399 sharesChange vs previous 13F -537 shares
0.03% of the 13F portfolio, value $564,297.
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 14,936 sharesChange vs previous 13F -460 shares
0.05% of the 13F portfolio, value $838,658.
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 15,396 sharesChange vs previous 13F -46 shares
0.05% of the 13F portfolio, value $773,034.
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 15,442 sharesChange vs previous 13F +77 shares
0.06% of the 13F portfolio, value $931,154.
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 15,365 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $885,333.
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).