Kapstone Financial Advisors LLC
Holdings in ASG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $99,443 | 18,763 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $104,134 | 18,763 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $100,451 | 18,364 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $88,132 | 18,023 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $99,620 | 17,632 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $96,935 | 17,279 | Shares | Sole | 2024-11-06 |
| 2024-06-30 | $83,314 | 15,602 | Shares | Sole | 2024-08-02 |