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Kapstone Financial Advisors LLC: PLTR position timeline

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

Kapstone Financial Advisors LLC held 42,616 PLTR 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 42,616 shares
    Change vs previous 13F +1,927 shares

    2.08% of the 13F portfolio, value $4,972,009.

    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 40,689 shares
    Change vs previous 13F +1,389 shares

    2.92% of the 13F portfolio, value $5,951,987.

    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 39,300 shares
    Change vs previous 13F -986 shares

    3.47% of the 13F portfolio, value $6,985,575.

    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 40,286 shares
    Change vs previous 13F +947 shares

    3.46% of the 13F portfolio, value $7,348,972.

    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 39,339 shares
    Change vs previous 13F +2,086 shares

    2.67% of the 13F portfolio, value $5,362,692.

    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 37,253 shares
    Change vs previous 13F +411 shares

    1.78% of the 13F portfolio, value $3,144,153.

    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 36,842 shares
    Change vs previous 13F +2,854 shares

    1.57% of the 13F portfolio, value $2,938,518.

    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 33,988 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,252,118.

    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).