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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

  1. period ended2026-06-30
    13F 15,448 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,175 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,244 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,964 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,728 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,354 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,411 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,713 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).