Capstone Financial Advisors, Inc.: NVDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on NVDA, newest first. How the timeline and the estimate are built.
Capstone Financial Advisors, Inc. held 102,613 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 102,613 sharesChange vs previous 13F +642 shares
1% of the 13F portfolio, value $20,531,914.
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 101,971 sharesChange vs previous 13F +27,981 shares
0.96% of the 13F portfolio, value $17,783,727.
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 73,990 sharesChange vs previous 13F -3,290 shares
0.74% of the 13F portfolio, value $13,799,118.
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 77,280 sharesChange vs previous 13F +25,631 shares
0.78% of the 13F portfolio, value $14,418,881.
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 51,649 sharesChange vs previous 13F +4,733 shares
0.47% of the 13F portfolio, value $8,160,077.
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 46,916 sharesChange vs previous 13F -10,662 shares
0.32% of the 13F portfolio, value $5,084,704.
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 57,578 sharesChange vs previous 13F +15,781 shares
0.48% of the 13F portfolio, value $7,732,088.
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 41,797 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $5,075,830.
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).