Capstone Financial Advisors, Inc.: VEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on VEA, newest first. How the timeline and the estimate are built.
Capstone Financial Advisors, Inc. held 5,543 VEA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,543 sharesChange vs previous 13F -1,502 shares
0.02% of the 13F portfolio, value $394,923.
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 7,045 sharesChange vs previous 13F -2,212 shares
0.02% of the 13F portfolio, value $451,449.
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 9,257 sharesChange vs previous 13F +1,425 shares
0.03% of the 13F portfolio, value $578,309.
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 7,832 sharesChange vs previous 13F -186 shares
0.03% of the 13F portfolio, value $469,310.
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 8,018 sharesChange vs previous 13F -313 shares
0.03% of the 13F portfolio, value $457,127.
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 8,331 sharesChange vs previous 13F +432 shares
0.03% of the 13F portfolio, value $423,444.
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 7,899 sharesChange vs previous 13F -124 shares
0.02% of the 13F portfolio, value $377,708.
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 8,023 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $423,708.
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).