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Capstone Financial Advisors, Inc.: VTEB position timeline

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

Capstone Financial Advisors, Inc. held 129,470 VTEB 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 129,470 shares
    Change vs previous 13F -36,464 shares

    0.32% of the 13F portfolio, value $6,548,615.

    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 165,934 shares
    Change vs previous 13F +1,665 shares

    0.45% of the 13F portfolio, value $8,278,465.

    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 164,269 shares
    Change vs previous 13F -704 shares

    0.44% of the 13F portfolio, value $8,261,068.

    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 164,973 shares
    Change vs previous 13F -14,458 shares

    0.45% of the 13F portfolio, value $8,260,190.

    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 179,431 shares
    Change vs previous 13F +89,365 shares

    0.51% of the 13F portfolio, value $8,797,510.

    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 90,066 shares
    Change vs previous 13F -9,719 shares

    0.28% of the 13F portfolio, value $4,469,065.

    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 99,785 shares
    Change vs previous 13F +1,686 shares

    0.31% of the 13F portfolio, value $5,002,241.

    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 98,099 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,014,843.

    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).