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Capstone Financial Advisors, Inc.: SPY position timeline

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

Capstone Financial Advisors, Inc. held 4,079 SPY 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 4,079 shares
    Change vs previous 13F -44 shares

    0.15% of the 13F portfolio, value $3,045,861.

    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 4,123 shares
    Change vs previous 13F -178 shares

    0.14% of the 13F portfolio, value $2,681,543.

    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 4,301 shares
    Change vs previous 13F -40 shares

    0.16% of the 13F portfolio, value $2,933,022.

    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 4,341 shares
    Change vs previous 13F +486 shares

    0.16% of the 13F portfolio, value $2,891,917.

    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 3,855 shares
    Change vs previous 13F -159 shares

    0.14% of the 13F portfolio, value $2,381,970.

    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 4,014 shares
    Change vs previous 13F -27 shares

    0.14% of the 13F portfolio, value $2,245,628.

    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 4,041 shares
    Change vs previous 13F -69 shares

    0.15% of the 13F portfolio, value $2,368,145.

    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 4,110 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,358,032.

    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).