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Disclosery

Kapstone Financial Advisors LLC: META position timeline

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

Kapstone Financial Advisors LLC held 8,110 META 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 8,110 shares
    Change vs previous 13F -368 shares

    1.91% of the 13F portfolio, value $4,568,282.

    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 8,478 shares
    Change vs previous 13F 0 shares

    2.38% of the 13F portfolio, value $4,850,518.

    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 8,478 shares
    Change vs previous 13F +60 shares

    2.78% of the 13F portfolio, value $5,596,243.

    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 8,418 shares
    Change vs previous 13F -872 shares

    2.91% of the 13F portfolio, value $6,182,011.

    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 9,290 shares
    Change vs previous 13F +179 shares

    3.42% of the 13F portfolio, value $6,856,856.

    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 9,111 shares
    Change vs previous 13F -12 shares

    2.97% of the 13F portfolio, value $5,251,216.

    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 9,123 shares
    Change vs previous 13F -132 shares

    3.29% of the 13F portfolio, value $6,171,618.

    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 9,255 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $5,250,917.

    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).