Security key
14068E208
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 21,167
- Total 13F value
- $4,501
- Share change
- -18,297
- SEC-reported price per share
- $0.21
- Number of holders
- 1
- Value change
- -$3,891
- Number of sells
- 1
Report period
Q3 2026
Institutions
1
Top holders
2
CAPS full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q2 2026
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
Matthew E. Lipman
Disclosed value leader
Matthew E. Lipman
Comparable rows
0/15
Latest evidence
07 Aug 2026
3/4/5
13F
Highest disclosed value: $14,476,967
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Matthew E. Lipman has the largest disclosed position value at $14.48M.
0 of 15 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 Matthew E. Lipman's linked filing trail.
Disclosed position value
Top 5
Matthew E. Lipman
$14.48M
Michael M. Toporek
$7.08M
Kevin Allan Grotke
$4.92M
Gordon Lewis Strout Jr.
$2.77M
Edward Christopher Schultz
$2.36M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Matthew E. Lipman |
3/4/5
Chief Executive Officer, Director, 10%+ Owner
|
—
mixed-class rows
|
$14,476,967
4,499,334 shares
mixed-class rows
|
— | 07 Aug 2026 |
| Michael M. Toporek |
3/4/5
Director
|
—
mixed-class rows
|
$7,084,967
1,970,671 shares
mixed-class rows
|
— | 07 Aug 2026 |
| Kevin Allan Grotke |
3/4/5
President & CEO of TotalStone
|
—
denominator unverified
|
$4,923,629
1,041,597 shares
|
— | 07 Aug 2026 |
| Gordon Lewis Strout Jr. |
3/4/5
Director
|
—
denominator unverified
|
$2,774,888
1,363,938 shares
|
— | 07 Mar 2025 |
| Edward Christopher Schultz |
3/4/5
Chief Financial Officer
|
—
mixed-class rows
|
$2,364,965
690,310 shares
mixed-class rows
|
— | 07 Aug 2026 |
| John M. Holliman III |
3/4/5
Director
|
—
denominator unverified
|
$1,897,148
401,343 shares
|
— | 30 Mar 2026 |
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 Q3 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
21,167
Rows available
1
| 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 Q3 2026 vs Q2 2026 Across Filers
Q2 2026 holders
9
Q3 2026 holders
1
Holder diff
-8
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend