Kapstone Financial Advisors LLC
Holdings in AGD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $295,289 | 25,325 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $263,070 | 19,750 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $199,272 | 18,050 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $130,974 | 13,150 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $128,870 | 13,150 | Shares | Sole | 2025-02-06 |