Kapstone Financial Advisors LLC: KR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kapstone Financial Advisors LLC on KR, newest first. How the timeline and the estimate are built.
Kapstone Financial Advisors LLC held 4,983 KR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 4,983 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $276,706.
13F-HR 0001951757-26-001162 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,983 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $360,570.
13F-HR 0001951757-26-000688 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,983 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $311,338.
13F-HR 0001951757-26-000364 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,983 sharesChange vs previous 13F -115 shares
0.16% of the 13F portfolio, value $335,904.
13F-HR 0001951757-25-001323 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,098 sharesChange vs previous 13F -449 shares
0.18% of the 13F portfolio, value $365,680.
13F-HR 0001951757-25-000615 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,547 sharesChange vs previous 13F -152 shares
0.21% of the 13F portfolio, value $375,476.
13F-HR 0001951757-25-000312 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,699 sharesChange vs previous 13F -248 shares
0.19% of the 13F portfolio, value $347,981.
13F-HR 0001951757-25-000186 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,947 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $336,124.
13F-HR 0001951757-24-001175 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).