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Kapstone Financial Advisors LLC: HDV position timeline

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

Kapstone Financial Advisors LLC held 498,717 HDV 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 498,717 shares
    Change vs previous 13F +399,395 shares

    5.72% of the 13F portfolio, value $13,669,824.

    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 99,322 shares
    Change vs previous 13F +65 shares

    6.6% of the 13F portfolio, value $13,479,964.

    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 99,257 shares
    Change vs previous 13F -1,473 shares

    6% of the 13F portfolio, value $12,070,609.

    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 100,730 shares
    Change vs previous 13F +979 shares

    5.81% of the 13F portfolio, value $12,334,391.

    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 99,751 shares
    Change vs previous 13F -3,126 shares

    5.83% of the 13F portfolio, value $11,687,825.

    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 102,877 shares
    Change vs previous 13F -351 shares

    7.05% of the 13F portfolio, value $12,460,462.

    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 103,228 shares
    Change vs previous 13F -1,655 shares

    6.3% of the 13F portfolio, value $11,816,509.

    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 104,883 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $12,280,750.

    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).