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Kapstone Financial Advisors LLC: IVW position timeline

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

Kapstone Financial Advisors LLC held 53,760 IVW 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 53,760 shares
    Change vs previous 13F +7,181 shares

    3.1% of the 13F portfolio, value $7,393,616.

    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 46,579 shares
    Change vs previous 13F +1,252 shares

    2.58% of the 13F portfolio, value $5,268,551.

    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 45,327 shares
    Change vs previous 13F +1,024 shares

    2.78% of the 13F portfolio, value $5,587,006.

    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 44,303 shares
    Change vs previous 13F +3,813 shares

    2.52% of the 13F portfolio, value $5,348,258.

    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 40,490 shares
    Change vs previous 13F +2,653 shares

    2.22% of the 13F portfolio, value $4,457,949.

    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 37,837 shares
    Change vs previous 13F +2,994 shares

    1.99% of the 13F portfolio, value $3,512,409.

    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 34,843 shares
    Change vs previous 13F +4,284 shares

    1.93% of the 13F portfolio, value $3,616,355.

    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 30,559 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,911,050.

    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).