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Capstone Financial Advisors, Inc.: DFAX position timeline

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

Capstone Financial Advisors, Inc. held 2,043,404 DFAX 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 2,043,404 shares
    Change vs previous 13F -22,270 shares

    3.67% of the 13F portfolio, value $75,279,016.

    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 2,065,674 shares
    Change vs previous 13F -25,215 shares

    3.78% of the 13F portfolio, value $70,170,940.

    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 2,090,889 shares
    Change vs previous 13F -1,736 shares

    3.65% of the 13F portfolio, value $68,434,782.

    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 2,092,625 shares
    Change vs previous 13F +6,123 shares

    3.56% of the 13F portfolio, value $65,666,581.

    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 2,086,502 shares
    Change vs previous 13F -81,780 shares

    3.55% of the 13F portfolio, value $61,280,550.

    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 2,168,282 shares
    Change vs previous 13F -49,544 shares

    3.56% of the 13F portfolio, value $56,809,002.

    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 2,217,826 shares
    Change vs previous 13F -16,528 shares

    3.41% of the 13F portfolio, value $55,135,156.

    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 2,234,354 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $60,349,891.

    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).