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Kapstone Financial Advisors LLC: XAGDX position timeline

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

Kapstone Financial Advisors LLC held 30,640 XAGDX 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 30,640 shares
    Change vs previous 13F +2,000 shares

    0.16% of the 13F portfolio, value $371,050.

    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 28,640 shares
    Change vs previous 13F +3,315 shares

    0.15% of the 13F portfolio, value $309,312.

    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 25,325 shares
    Change vs previous 13F +5,575 shares

    0.15% of the 13F portfolio, value $295,290.

    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 19,750 shares
    Change vs previous 13F +1,700 shares

    0.12% of the 13F portfolio, value $263,070.

    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 18,050 shares
    Change vs previous 13F +4,900 shares

    0.1% of the 13F portfolio, value $199,272.

    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 13,150 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $130,974.

    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 13,150 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $132,420.

    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).