Kapstone Financial Advisors LLC: CRM position timeline

Kapstone Financial Advisors LLC held 0 CRM shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,408 shares

   13F-HR 0001951757-25-001323 filed by Kapstone Financial Advisors LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,408 shares

   Change vs previous 13F 0 shares

   0.33% of the 13F portfolio, value $656,638.

   13F-HR 0001951757-25-000615 filed by Kapstone Financial Advisors LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 2,408 shares

   Change vs previous 13F 0 shares

   0.37% of the 13F portfolio, value $646,211.

   13F-HR 0001951757-25-000312 filed by Kapstone Financial Advisors LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 2,408 shares

   Change vs previous 13F -124 shares

   0.45% of the 13F portfolio, value $852,432.

   13F-HR 0001951757-25-000186 filed by Kapstone Financial Advisors LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 2,532 shares

   Change vs previous 13F not available

   0.42% of the 13F portfolio, value $700,452.

   13F-HR 0001951757-24-001175 filed by Kapstone Financial Advisors LLC
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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