Capstone Financial Advisors, Inc. BGS β€” B & G FOODS INC NEW

Ownership history in Capstone Financial Advisors, Inc.  Β·  2 quarters on record

AI Ownership Summary

Capstone Financial Advisors, Inc. reported B & G FOODS INC NEW (BGS) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows BGS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BGS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capstone Financial Advisors, Inc.'s position in B & G FOODS INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BGS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Capstone Financial Advisors, Inc. held BGS β€” position size vs. price
% of Fund (quarterly)    BGS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 10,000 β€” 0% 0.00% $44K 2025-11-14 $4.21
2025 Q2 INITIATED β€” β€” β€” 10,000 β€” β€” 0.00% $42K 2025-08-08 $3.60

FAQ About Capstone Financial Advisors, Inc. and BGS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capstone Financial Advisors, Inc. reported owning BGS?

Capstone Financial Advisors, Inc. reported BGS across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported BGS position in Capstone Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for BGS was 0.00% in 2025 Q2.

What is the latest reported BGS position on this page?

The most recent filing on this page is 2025 Q3, when Capstone Financial Advisors, Inc. reported 10,000 shares, equal to 0.00% of portfolio, with an estimated market value of $44K.

What does the chart on this BGS ownership page compare?

The chart compares Capstone Financial Advisors, Inc.'s quarterly BGS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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