Kapstone Financial Advisors LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kapstone Financial Advisors LLC on BA, newest first. How the timeline and the estimate are built.
Kapstone Financial Advisors LLC held 1,447 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,447 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $313,232.
13F-HR 0001951757-26-001162 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,447 sharesChange vs previous 13F +100 shares
0.14% of the 13F portfolio, value $287,996.
13F-HR 0001951757-26-000688 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,347 sharesChange vs previous 13F -20 shares
0.15% of the 13F portfolio, value $292,461.
13F-HR 0001951757-26-000364 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,367 sharesChange vs previous 13F -254 shares
0.14% of the 13F portfolio, value $295,040.
13F-HR 0001951757-25-001323 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,621 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $339,648.
13F-HR 0001951757-25-000615 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,621 sharesChange vs previous 13F -151 shares
0.16% of the 13F portfolio, value $276,462.
13F-HR 0001951757-25-000312 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,772 sharesChange vs previous 13F -157 shares
0.16% of the 13F portfolio, value $307,726.
13F-HR 0001951757-25-000186 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,929 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $301,541.
13F-HR 0001951757-24-001175 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).