Capstone Financial Advisors »

Joint shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Joint (JYNT) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Joint

Tip: Access up to 7 years of quarterly data

All positions including Joint held by Capstone 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 Joint by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $137k 12k 11.44
2024-06-30 $169k 12k 14.06
2024-03-31 $157k 12k 13.06

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding Joint

Bandera Partners
Vanguard Group
BlackRock
Skylands Capital
Goldman Sachs Group
Renaissance Technologies
Geode Capital Management
State Street Corporation
D. E. Shaw & Co
Clayton Partners
Dimensional Fund Advisors
First Foundation Advisors
Douglass Winthrop Advisors
Verus Capital Partners
Royce & Associates

View all funds holding Joint