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Capstone Financial Advisors, Inc.: DFAC position timeline

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

Capstone Financial Advisors, Inc. held 5,543,948 DFAC 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 5,543,948 shares
    Change vs previous 13F -2,999 shares

    11.98% of the 13F portfolio, value $245,929,538.

    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 5,546,947 shares
    Change vs previous 13F +66,576 shares

    11.61% of the 13F portfolio, value $215,554,353.

    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 5,480,371 shares
    Change vs previous 13F +98,606 shares

    11.56% of the 13F portfolio, value $216,967,904.

    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 5,381,765 shares
    Change vs previous 13F +24,456 shares

    11.25% of the 13F portfolio, value $207,574,659.

    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 5,357,309 shares
    Change vs previous 13F -210,295 shares

    11.13% of the 13F portfolio, value $192,005,953.

    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 5,567,604 shares
    Change vs previous 13F +16,034 shares

    11.53% of the 13F portfolio, value $183,675,251.

    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 5,551,570 shares
    Change vs previous 13F +4,559 shares

    11.86% of the 13F portfolio, value $192,028,791.

    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 5,547,011 shares
    Change vs previous 13F not available

    11.7% of the 13F portfolio, value $190,206,992.

    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).