Capstone Financial Advisors, Inc.: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on MA, newest first. How the timeline and the estimate are built.
Capstone Financial Advisors, Inc. held 746 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 746 sharesChange vs previous 13F -37 shares
0.02% of the 13F portfolio, value $383,200.
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 783 sharesChange vs previous 13F +2 shares
0.02% of the 13F portfolio, value $391,256.
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 781 sharesChange vs previous 13F -27 shares
0.02% of the 13F portfolio, value $445,850.
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 808 sharesChange vs previous 13F +20 shares
0.02% of the 13F portfolio, value $459,564.
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 788 sharesChange vs previous 13F -28 shares
0.03% of the 13F portfolio, value $442,749.
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 816 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $447,182.
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 815 sharesChange vs previous 13F +6 shares
0.03% of the 13F portfolio, value $429,049.
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 809 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $399,364.
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).