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Kapstone Financial Advisors LLC: FENI position timeline

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

Kapstone Financial Advisors LLC held 54,777 FENI 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 54,777 shares
    Change vs previous 13F +9,751 shares

    0.92% of the 13F portfolio, value $2,198,201.

    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 45,026 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,674,967.

    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).