Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 7 | Q2 2024 | 15.3% |
ISHARES TR | 7 | Q2 2024 | 14.7% |
ISHARES TR | 7 | Q2 2024 | 9.7% |
PROCTER AND GAMBLE CO | 7 | Q2 2024 | 4.9% |
VANGUARD WHITEHALL FDS | 7 | Q2 2024 | 3.3% |
MICROSOFT CORP | 7 | Q2 2024 | 3.0% |
META PLATFORMS INC | 7 | Q2 2024 | 3.1% |
ISHARES TR | 7 | Q2 2024 | 2.8% |
ALPHABET INC | 7 | Q2 2024 | 2.3% |
ABBVIE INC | 7 | Q2 2024 | 2.0% |
View Kapstone Financial Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-05 |
13F-HR | 2024-08-02 |
13F-HR | 2024-05-13 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-03 |
13F-HR | 2023-08-08 |
13F-HR | 2023-04-20 |
13F-HR | 2023-02-15 |
View Kapstone Financial Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.