Kapstone Financial Advisors LLC: ORCL position timeline

Kapstone Financial Advisors LLC held 1,370 ORCL 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 1,370 shares

   Change vs previous 13F +1,370 shares

   0.08% of the 13F portfolio, value $200,774.

   13F-HR 0001951757-26-001162 filed by Kapstone Financial Advisors LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,275 shares

   13F-HR 0001951757-26-000688 filed by Kapstone Financial Advisors LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 1,275 shares

   Change vs previous 13F +257 shares

   0.12% of the 13F portfolio, value $248,510.

   13F-HR 0001951757-26-000364 filed by Kapstone Financial Advisors LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,018 shares

   Change vs previous 13F +1 shares

   0.13% of the 13F portfolio, value $286,302.

   13F-HR 0001951757-25-001323 filed by Kapstone Financial Advisors LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,017 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $222,347.

   13F-HR 0001951757-25-000615 filed by Kapstone Financial Advisors LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).