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Company
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- Portfolio
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Kapstone Financial Advisors LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001966087.
Total Filings
15
Latest Filing
05 Feb 2026
Industry
n/a
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- Business address
- 212 N. Broadway St., Lebanon, OH, 45036
- Top securities (13F)
- IVV, AAPL, HDV, PLTR, META, IVW, MSFT, GOOGL, PG, QQQ, VYM, NVDA, IWF, ABBV, BRKB, GOOG, DVY, JPM, MSTR, and PM
- State of incorporation
- OH
- Fiscal year end
- 31 December
Quick Takeaways
- Kapstone Financial Advisors LLC is an SEC filer tracked under CIK 0001966087.
- 15 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR filed on 05 Feb 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Official SEC Source
Filer Overview
Kapstone Financial Advisors LLC has filed 15 SEC EDGAR filings since 15 Feb 2023. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for Kapstone Financial Advisors LLC with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 05 Feb 2026 | 31 Dec 2025 | 028-23110 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 07 Nov 2025 | 30 Sep 2025 | 028-23110 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 14 Jul 2025 | 30 Jun 2025 | 028-23110 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 11 Jul 2025 | 30 Jun 2025 | 028-23110 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 11 Apr 2025 | 31 Mar 2025 | 028-23110 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 06 Feb 2025 | 31 Dec 2024 | 028-23110 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 06 Nov 2024 | 30 Sep 2024 | 028-23110 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 05 Aug 2024 | 30 Jun 2024 | 028-23110 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 02 Aug 2024 | 30 Jun 2024 | 028-23110 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 May 2024 | 31 Mar 2024 | 028-23110 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 05 Feb 2024 | 31 Dec 2023 | 028-23110 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 03 Nov 2023 | 30 Sep 2023 | 028-23110 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 08 Aug 2023 | 30 Jun 2023 | 028-23110 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 20 Apr 2023 | 31 Mar 2023 | 028-23110 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Feb 2023 | 31 Dec 2022 | 028-23110 |
About this filer
Kapstone Financial Advisors LLC files with the SEC under CIK 0001966087. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.