Skip to content
Disclosery

Capstone Financial Advisors, Inc.: IWB position timeline

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

Capstone Financial Advisors, Inc. held 637,495 IWB 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 637,495 shares
    Change vs previous 13F -8,825 shares

    12.72% of the 13F portfolio, value $261,054,053.

    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 646,320 shares
    Change vs previous 13F -2,713 shares

    12.41% of the 13F portfolio, value $230,451,891.

    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 649,033 shares
    Change vs previous 13F -5,384 shares

    12.91% of the 13F portfolio, value $242,374,749.

    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 654,417 shares
    Change vs previous 13F -6,799 shares

    12.96% of the 13F portfolio, value $239,176,367.

    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 661,216 shares
    Change vs previous 13F -5,063 shares

    13.02% of the 13F portfolio, value $224,529,007.

    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 666,279 shares
    Change vs previous 13F -14,483 shares

    12.82% of the 13F portfolio, value $204,374,547.

    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 680,762 shares
    Change vs previous 13F -14,785 shares

    13.55% of the 13F portfolio, value $219,314,390.

    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 695,547 shares
    Change vs previous 13F not available

    13.45% of the 13F portfolio, value $218,673,097.

    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).