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Capstone Financial Advisors, Inc.: TLTD position timeline

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

Capstone Financial Advisors, Inc. held 457,172 TLTD 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 457,172 shares
    Change vs previous 13F -1,030 shares

    2.18% of the 13F portfolio, value $44,837,678.

    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 458,202 shares
    Change vs previous 13F -1,587 shares

    2.32% of the 13F portfolio, value $43,065,392.

    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 459,789 shares
    Change vs previous 13F -1,209 shares

    2.27% of the 13F portfolio, value $42,636,272.

    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 460,998 shares
    Change vs previous 13F -648 shares

    2.22% of the 13F portfolio, value $40,906,711.

    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 461,646 shares
    Change vs previous 13F -3,262 shares

    2.23% of the 13F portfolio, value $38,528,694.

    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 464,908 shares
    Change vs previous 13F -2,101 shares

    2.18% of the 13F portfolio, value $34,780,699.

    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 467,009 shares
    Change vs previous 13F -9,230 shares

    1.99% of the 13F portfolio, value $32,171,475.

    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 476,239 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $35,716,598.

    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).