Capstone Financial Advisors, Inc.: TSLA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on TSLA, newest first. How the timeline and the estimate are built.
Capstone Financial Advisors, Inc. held 1,816 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,816 sharesChange vs previous 13F -691 shares
0.04% of the 13F portfolio, value $763,806.
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 2,507 sharesChange vs previous 13F -299 shares
0.05% of the 13F portfolio, value $931,974.
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 2,806 sharesChange vs previous 13F -92 shares
0.07% of the 13F portfolio, value $1,261,911.
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 2,898 sharesChange vs previous 13F -288 shares
0.07% of the 13F portfolio, value $1,288,795.
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 3,186 sharesChange vs previous 13F +323 shares
0.06% of the 13F portfolio, value $1,012,062.
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 2,863 sharesChange vs previous 13F -373 shares
0.05% of the 13F portfolio, value $741,973.
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 3,236 sharesChange vs previous 13F -1,273 shares
0.08% of the 13F portfolio, value $1,306,823.
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 4,509 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,179,688.
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).