Number of Shares
18,077
Holding current value
$401 Million
% of portfolio
0.2%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025

BUY
N/A
18,077 New
18,077 $401 Million
Track This Portfolio

Track Kapstone Financial Advisors LLC Portfolio

Follow Kapstone Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.