Kapstone Financial Advisors LLC: VMC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kapstone Financial Advisors LLC on VMC, newest first. How the timeline and the estimate are built.
Kapstone Financial Advisors LLC held 2,225 VMC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,225 sharesChange vs previous 13F -175 shares
0.27% of the 13F portfolio, value $656,397.
13F-HR 0001951757-26-001162 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,400 sharesChange vs previous 13F -105 shares
0.32% of the 13F portfolio, value $653,520.
13F-HR 0001951757-26-000688 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,505 sharesChange vs previous 13F -20 shares
0.36% of the 13F portfolio, value $714,476.
13F-HR 0001951757-26-000364 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,525 sharesChange vs previous 13F -175 shares
0.37% of the 13F portfolio, value $776,740.
13F-HR 0001951757-25-001323 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,700 sharesChange vs previous 13F 0 shares
0.35% of the 13F portfolio, value $704,214.
13F-HR 0001951757-25-000615 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,700 sharesChange vs previous 13F 0 shares
0.36% of the 13F portfolio, value $629,910.
13F-HR 0001951757-25-000312 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,700 sharesChange vs previous 13F -138 shares
0.39% of the 13F portfolio, value $734,940.
13F-HR 0001951757-25-000186 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,838 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $710,181.
13F-HR 0001951757-24-001175 filed by Kapstone Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).