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Disclosery

Kapstone Financial Advisors LLC: DIA position timeline

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

Kapstone Financial Advisors LLC held 869 DIA 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 869 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $453,957.

    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 869 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $402,512.

    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 869 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $417,615.

    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 869 shares
    Change vs previous 13F +216 shares

    0.19% of the 13F portfolio, value $402,990.

    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 653 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $287,744.

    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).