Skip to content
Disclosery

Kapstone Financial Advisors LLC: GLD position timeline

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

Kapstone Financial Advisors LLC held 1,620 GLD 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 1,620 shares
    Change vs previous 13F +399 shares

    0.25% of the 13F portfolio, value $596,776.

    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 1,221 shares
    Change vs previous 13F +78 shares

    0.26% of the 13F portfolio, value $525,384.

    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 1,143 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $452,982.

    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).