| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q3 2023 | 15.3% |
| ISHARES TR | 4 | Q3 2023 | 13.6% |
| ISHARES TR | 4 | Q3 2023 | 9.7% |
| PROCTER AND GAMBLE CO | 4 | Q3 2023 | 4.9% |
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 3.3% |
| ISHARES TR | 4 | Q3 2023 | 2.8% |
| MICROSOFT CORP | 4 | Q3 2023 | 2.5% |
| META PLATFORMS INC | 4 | Q3 2023 | 2.5% |
| ALPHABET INC | 4 | Q3 2023 | 2.2% |
| ABBVIE INC | 4 | Q3 2023 | 2.0% |
View Kapstone Financial Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.