Kapstone Financial Advisors LLC
Holdings in HQL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $241,732 | 14,406 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $216,969 | 13,989 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $179,263 | 13,994 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $172,507 | 13,594 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $172,173 | 13,123 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $178,290 | 11,823 | Shares | Sole | 2024-11-06 |