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Capstone Financial Advisors, Inc.: NFRA position timeline

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

Capstone Financial Advisors, Inc. held 2,350,358 NFRA 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 2,350,358 shares
    Change vs previous 13F +46,140 shares

    7.34% of the 13F portfolio, value $150,705,650.

    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 2,304,218 shares
    Change vs previous 13F +14,209 shares

    7.94% of the 13F portfolio, value $147,354,753.

    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 2,290,009 shares
    Change vs previous 13F +136,444 shares

    7.38% of the 13F portfolio, value $138,568,436.

    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 2,153,565 shares
    Change vs previous 13F +28,755 shares

    7.34% of the 13F portfolio, value $135,502,330.

    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 2,124,810 shares
    Change vs previous 13F +15,199 shares

    7.62% of the 13F portfolio, value $131,483,229.

    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 2,109,611 shares
    Change vs previous 13F +52,814 shares

    7.63% of the 13F portfolio, value $121,597,967.

    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 2,056,797 shares
    Change vs previous 13F +22,129 shares

    6.89% of the 13F portfolio, value $111,525,720.

    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 2,034,668 shares
    Change vs previous 13F not available

    7.44% of the 13F portfolio, value $120,899,982.

    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).