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Kapstone Financial Advisors LLC: IVV position timeline

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

Kapstone Financial Advisors LLC held 61,329 IVV 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 61,329 shares
    Change vs previous 13F +1,825 shares

    19.23% of the 13F portfolio, value $45,928,926.

    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 59,504 shares
    Change vs previous 13F +1,365 shares

    19.04% of the 13F portfolio, value $38,868,575.

    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 58,139 shares
    Change vs previous 13F +1,349 shares

    19.8% of the 13F portfolio, value $39,821,446.

    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 56,790 shares
    Change vs previous 13F +3,507 shares

    17.9% of the 13F portfolio, value $38,009,626.

    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 53,283 shares
    Change vs previous 13F +3,189 shares

    16.5% of the 13F portfolio, value $33,083,275.

    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 50,094 shares
    Change vs previous 13F +2,000 shares

    15.92% of the 13F portfolio, value $28,147,628.

    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 48,094 shares
    Change vs previous 13F +5,143 shares

    15.52% of the 13F portfolio, value $29,092,337.

    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 42,951 shares
    Change vs previous 13F not available

    14.95% of the 13F portfolio, value $24,656,713.

    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).