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Kapstone Financial Advisors LLC: FTGS position timeline

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

Kapstone Financial Advisors LLC held 38,992 FTGS 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 38,992 shares
    Change vs previous 13F -602 shares

    0.6% of the 13F portfolio, value $1,442,790.

    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 39,594 shares
    Change vs previous 13F -1,633 shares

    0.66% of the 13F portfolio, value $1,348,001.

    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 41,227 shares
    Change vs previous 13F -463 shares

    0.72% of the 13F portfolio, value $1,457,407.

    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 41,690 shares
    Change vs previous 13F -7,137 shares

    0.71% of the 13F portfolio, value $1,497,088.

    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 48,827 shares
    Change vs previous 13F -2,058 shares

    0.83% of the 13F portfolio, value $1,669,395.

    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 50,885 shares
    Change vs previous 13F +4,360 shares

    0.86% of the 13F portfolio, value $1,513,829.

    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 46,525 shares
    Change vs previous 13F -603 shares

    0.81% of the 13F portfolio, value $1,521,833.

    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 47,128 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,469,451.

    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).