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Disclosery

Kapstone Financial Advisors LLC: MO position timeline

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

Kapstone Financial Advisors LLC held 15,041 MO 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 15,041 shares
    Change vs previous 13F -164 shares

    0.45% of the 13F portfolio, value $1,082,196.

    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 15,205 shares
    Change vs previous 13F +10 shares

    0.49% of the 13F portfolio, value $1,003,374.

    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 15,195 shares
    Change vs previous 13F -80 shares

    0.44% of the 13F portfolio, value $876,140.

    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 15,275 shares
    Change vs previous 13F -120 shares

    0.48% of the 13F portfolio, value $1,009,063.

    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 15,395 shares
    Change vs previous 13F +1,114 shares

    0.45% of the 13F portfolio, value $902,605.

    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 14,281 shares
    Change vs previous 13F +998 shares

    0.48% of the 13F portfolio, value $857,142.

    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 13,283 shares
    Change vs previous 13F -276 shares

    0.37% of the 13F portfolio, value $699,480.

    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 13,559 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $692,184.

    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).