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Kapstone Financial Advisors LLC: AAPL position timeline

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

Kapstone Financial Advisors LLC held 61,991 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,991 shares
    Change vs previous 13F -1,204 shares

    7.51% of the 13F portfolio, value $17,937,675.

    13F-HR 0001951757-26-001162 filed by Kapstone Financial Advisors LLC
    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 63,195 shares
    Change vs previous 13F -20,228 shares

    7.86% of the 13F portfolio, value $16,038,223.

    13F-HR 0001951757-26-000688 filed by Kapstone Financial Advisors LLC
    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 83,423 shares
    Change vs previous 13F -1,099 shares

    11.27% of the 13F portfolio, value $22,679,423.

    13F-HR 0001951757-26-000364 filed by Kapstone Financial Advisors LLC
    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 84,522 shares
    Change vs previous 13F -2,923 shares

    10.14% of the 13F portfolio, value $21,521,880.

    13F-HR 0001951757-25-001323 filed by Kapstone Financial Advisors LLC
    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 87,445 shares
    Change vs previous 13F +471 shares

    8.95% of the 13F portfolio, value $17,941,126.

    13F-HR 0001951757-25-000615 filed by Kapstone Financial Advisors LLC
    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 86,974 shares
    Change vs previous 13F -3,156 shares

    10.93% of the 13F portfolio, value $19,319,572.

    13F-HR 0001951757-25-000312 filed by Kapstone Financial Advisors LLC
    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 90,130 shares
    Change vs previous 13F -1,225 shares

    11.51% of the 13F portfolio, value $21,573,558.

    13F-HR 0001951757-25-000186 filed by Kapstone Financial Advisors LLC
    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 91,355 shares
    Change vs previous 13F not available

    12.62% of the 13F portfolio, value $20,809,857.

    13F-HR 0001951757-24-001175 filed by Kapstone Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).