Kapstone Financial Advisors LLC
Holdings in BDJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $293,273 | 30,936 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $247,436 | 27,161 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $221,903 | 24,961 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $156,184 | 18,161 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $150,373 | 18,161 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $101,732 | 11,761 | Shares | Sole | 2024-11-06 |
| 2024-06-30 | $89,142 | 10,911 | Shares | Sole | 2024-08-02 |