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Disclosery

Kapstone Financial Advisors LLC: FTCS position timeline

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

Kapstone Financial Advisors LLC held 20,949 FTCS 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 20,949 shares
    Change vs previous 13F -191 shares

    0.82% of the 13F portfolio, value $1,967,530.

    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 21,140 shares
    Change vs previous 13F +28 shares

    0.96% of the 13F portfolio, value $1,960,946.

    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 21,112 shares
    Change vs previous 13F -141 shares

    0.97% of the 13F portfolio, value $1,953,105.

    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 21,253 shares
    Change vs previous 13F -1,644 shares

    0.94% of the 13F portfolio, value $1,990,131.

    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 22,897 shares
    Change vs previous 13F +710 shares

    1.04% of the 13F portfolio, value $2,081,108.

    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).

  6. period ended2025-03-31
    13F 22,187 shares
    Change vs previous 13F +1,358 shares

    1.13% of the 13F portfolio, value $1,988,843.

    13F-HR 0001951757-25-000312 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).

  7. period ended2024-12-31
    13F 20,829 shares
    Change vs previous 13F -710 shares

    1% of the 13F portfolio, value $1,876,901.

    13F-HR 0001951757-25-000186 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).

  8. period ended2024-09-30
    13F 21,539 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,951,433.

    13F-HR 0001951757-24-001175 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).