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Kapstone Financial Advisors LLC

SEC CIK
0001966087
Latest filing
Aug 7, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Kapstone Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
8,110
Value
$4.57M
% of portfolio
1.9%
Quarters held
15
Since Q4 2022
Holdings of META by Kapstone Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,110$4.57M1.9%−368−4.3%ReducedHolders
Q1 20268,478$4.85M2.4%00.0%UnchangedHolders
Q4 20258,478$5.60M2.8%+60+0.7%AddedHolders
Q3 20258,418$6.18M2.9%−872−9.4%ReducedHolders
Q2 20259,290$6.86M3.4%+179+2.0%AddedHolders
Q1 20259,111$5.25M3.0%−12−0.1%ReducedHolders
Q4 20249,123$6.17M3.3%−132−1.4%ReducedHolders
Q3 20249,255$5.25M3.2%00.0%UnchangedHolders
Q2 20249,255$4.67M3.1%−75−0.8%ReducedHolders
Q1 20249,330$4.53M3.1%00.0%UnchangedHolders
Q4 20239,330$3.67M2.9%+10+0.1%AddedHolders
Q3 20239,320$2.80M2.5%+30.0%AddedHolders
Q2 20239,317$3.01M2.5%−83−0.9%ReducedHolders
Q1 20239,400$2.07M1.9%−137−1.4%ReducedHolders
Q4 20229,537$1.80M1.6%–No prior filingHolders