Capstone Financial Advisors, Inc.: DRI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on DRI, newest first. How the timeline and the estimate are built.
Capstone Financial Advisors, Inc. held 4,983 DRI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,983 sharesChange vs previous 13F +2 shares
0.05% of the 13F portfolio, value $1,026,642.
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 4,981 sharesChange vs previous 13F -598 shares
0.05% of the 13F portfolio, value $976,509.
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 5,579 sharesChange vs previous 13F -1,047 shares
0.05% of the 13F portfolio, value $1,026,630.
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 6,626 sharesChange vs previous 13F +2 shares
0.07% of the 13F portfolio, value $1,261,394.
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 6,624 sharesChange vs previous 13F +2 shares
0.08% of the 13F portfolio, value $1,443,866.
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 6,622 sharesChange vs previous 13F +2 shares
0.09% of the 13F portfolio, value $1,375,806.
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 6,620 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $1,235,888.
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 6,620 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,086,541.
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).