IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Kapstone Financial Advisors LLCCoreConcentrated trader

CIK: 0001966087 | LEBANON, OH

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR175$238.8M2026-08-07SEC ↗
Q1 2026
13F-HR154$204.1M2026-04-22SEC ↗
Q4 2025
13F-HR133$201.2M2026-02-05SEC ↗
Q3 2025
13F-HR122$212.3M2025-11-07SEC ↗
Q2 2025
13F-HR120$200.5M2025-07-11SEC ↗
Q1 2025
13F-HR112$176.8M2025-04-11SEC ↗
Q4 2024
13F-HR114$187.4M2025-02-06SEC ↗
Q3 2024
13F-HR108$165.0M2024-11-06SEC ↗
Q2 2024
13F-HR108$152.5M2024-08-02SEC ↗
Q1 2024
13F-HR102$146.9M2024-05-13SEC ↗
Q4 2023
13F-HR97$127.5M2024-02-05SEC ↗
Q3 2023
13F-HR91$111.0M2023-11-03SEC ↗
Q2 2023
13F-HR100$120.8M2023-08-08SEC ↗
Q1 2023
13F-HR94$110.9M2023-04-20SEC ↗
Q4 2022
13F-HR99$109.8M2023-02-15SEC ↗