Kapstone Financial Advisors LLC: DHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kapstone Financial Advisors LLC on DHI, newest first. How the timeline and the estimate are built.
Kapstone Financial Advisors LLC held 2,640 DHI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,640 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $430,003.
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 2,640 sharesChange vs previous 13F -131 shares
0.18% of the 13F portfolio, value $362,261.
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 2,771 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $399,107.
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 2,771 sharesChange vs previous 13F -215 shares
0.22% of the 13F portfolio, value $469,601.
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 2,986 sharesChange vs previous 13F -159 shares
0.19% of the 13F portfolio, value $384,955.
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 3,145 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $399,824.
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 3,145 sharesChange vs previous 13F -220 shares
0.24% of the 13F portfolio, value $446,370.
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 3,365 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $640,528.
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).