Security key
14068E208
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 106,232
- Total 13F value
- $70,685
- Share change
- -21,679
- SEC-reported price per share
- $0.67
- Number of holders
- 6
- Value change
- -$22,284
- Number of buys
- 3
- Number of sells
- 3
Report period
Q1 2026
Institutions
6
Top holders
6
CAPS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
Previous quarter: Q4 2025
Capstone Holding Corp. SEC filings
Capstone Holding Corp. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 14068E208
Recent filing periods:
Ownership snapshot
Top reported holders of CAPS - Capstone Holding Corp. - COM NEW (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Gordon Lewis Strout Jr.
Disclosed value leader
Gordon Lewis Strout Jr.
Comparable rows
0/10
Latest evidence
30 Mar 2026
3/4/5
13F
Highest disclosed value: $2,774,888
10 rows are not safely comparable across share classes.
Showing 1-6 of 10 holder rows.
Quick read
Gordon Lewis Strout Jr. has the largest disclosed position value at $2.77M.
0 of 10 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Gordon Lewis Strout Jr.'s linked filing trail.
Disclosed position value
Top 5
Gordon Lewis Strout Jr.
$2.77M
John M. Holliman III
$1.9M
Elwood D. Howse
$946K
Fredric J. Feldman
$946K
DRW Securities, LLC
$91.3K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 10 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Gordon Lewis Strout Jr. |
3/4/5
Director
|
—
class O/S missing
|
$2,774,888
1,363,938 shares
|
— | 07 Mar 2025 |
| John M. Holliman III |
3/4/5
Director
|
—
class O/S missing
|
$1,897,148
401,343 shares
|
— | 30 Mar 2026 |
| Elwood D. Howse |
3/4/5
Director
|
—
class O/S missing
|
$945,986
200,124 shares
|
— | 30 Mar 2026 |
| Fredric J. Feldman |
3/4/5
Director
|
—
class O/S missing
|
$945,986
200,124 shares
|
— | 30 Mar 2026 |
| DRW Securities, LLC |
13F
Company
|
—
class O/S missing
|
$91,294
125,422 shares
|
— | 31 Dec 2025 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$1,795
2,465 shares
|
— | 31 Dec 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
6
Shares
106,232
Rows available
6
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
5
Q1 2026 holders
6
Holder diff
1
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend