Skip to content
Disclosery

Capstone Financial Advisors, Inc.: VGT position timeline

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

Capstone Financial Advisors, Inc. held 5,012 VGT 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 5,012 shares
    Change vs previous 13F +4,390 shares

    0.03% of the 13F portfolio, value $599,080.

    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 622 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $434,130.

    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 622 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $468,840.

    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 622 shares
    Change vs previous 13F +17 shares

    0.03% of the 13F portfolio, value $464,231.

    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 605 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $400,965.

    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 599 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $325,016.

    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 599 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $372,438.

    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 597 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $350,374.

    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).