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KERR FINANCIAL PLANNING Corp

Position in CAPS — Capstone Holding Corp.

CIK 2095947 FRESNO, CA

Position in CAPS

as of Jun 30, 2026 · filed Jul 2, 2026
Position Value
$18
-$32 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 9 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAPS Over Time

Shares Held

Position Value (USD)

Position in Building Materials

Basic Materials · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $39,722 across 3 Building Materials names. CAPS ranks #3 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CAPS
Capstone Holding Corp.
This page
75 $18

All Filings in CAPS

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18 75
2026-03-31 $50 75
2025-12-31 $54 75