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Kapstone Financial Advisors LLC: NVDA position timeline

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

Kapstone Financial Advisors LLC held 20,357 NVDA 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 20,357 shares
    Change vs previous 13F +63 shares

    1.71% of the 13F portfolio, value $4,073,312.

    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 20,294 shares
    Change vs previous 13F +630 shares

    1.73% of the 13F portfolio, value $3,539,287.

    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 19,664 shares
    Change vs previous 13F -471 shares

    1.82% of the 13F portfolio, value $3,667,351.

    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 20,135 shares
    Change vs previous 13F -1,315 shares

    1.77% of the 13F portfolio, value $3,756,798.

    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 21,450 shares
    Change vs previous 13F +1,305 shares

    1.69% of the 13F portfolio, value $3,388,913.

    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 20,145 shares
    Change vs previous 13F +828 shares

    1.24% of the 13F portfolio, value $2,183,315.

    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 19,317 shares
    Change vs previous 13F -351 shares

    1.27% of the 13F portfolio, value $2,389,513.

    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 19,668 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,387,695.

    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).