Kapstone Financial Advisors »

Aberdeen Global Dynamic Divd F shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Aberdeen Global Dynamic Divd F (AGD) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Aberdeen Global Dynamic Divd F

Tip: Access up to 7 years of quarterly data

All positions including Aberdeen Global Dynamic Divd F held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Aberdeen Global Dynamic Divd F by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 20k 13.32
2025-06-30 $199k 18k 11.04
2025-03-31 $131k 13k 9.96
2024-12-31 $132k 13k 10.07

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Strategy Cl A New (MSTR)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abbvie (ABBV)

View all positions for Kapstone Financial Advisors

Top funds holding Aberdeen Global Dynamic Divd F

Penserra Capital Management
Raymond James Financial
Morgan Stanley
Guggenheim Capital, LLC Managers
Hennion & Walsh Asset Management
UBS Group
LPL Financial
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Investment Partners Asset Management
Commonwealth Equity Services
HPM Partners
International Assets Investment Management
Ameriprise Financial

View all funds holding Aberdeen Global Dynamic Divd F