Capstone Financial Advisors, Inc.: MUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on MUB, newest first. How the timeline and the estimate are built.
Capstone Financial Advisors, Inc. held 15,448 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 15,448 sharesChange vs previous 13F -727 shares
0.08% of the 13F portfolio, value $1,662,502.
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 16,175 sharesChange vs previous 13F -3,069 shares
0.09% of the 13F portfolio, value $1,716,952.
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 19,244 sharesChange vs previous 13F +280 shares
0.11% of the 13F portfolio, value $2,061,228.
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 18,964 sharesChange vs previous 13F +236 shares
0.11% of the 13F portfolio, value $2,019,529.
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 18,728 sharesChange vs previous 13F -626 shares
0.11% of the 13F portfolio, value $1,956,699.
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 19,354 sharesChange vs previous 13F -57 shares
0.13% of the 13F portfolio, value $2,040,702.
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 19,411 sharesChange vs previous 13F -302 shares
0.13% of the 13F portfolio, value $2,068,224.
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 19,713 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $2,141,439.
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).