Capital Analysts, LLC
CIK
0001624758
City
FORT WASHINGTON
State / Country
PA
Holdings in CPZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,804 | 739 | Shares | Defined | 2026-02-11 |
| 2025-09-30 | $11,942 | 739 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $11,993 | 739 | Shares | Defined | 2025-08-13 |
| 2025-03-31 | $11,498 | 739 | Shares | Defined | 2025-05-14 |
| 2024-06-30 | $22,173 | 1,454 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $22,435 | 1,454 | Shares | Defined | 2024-05-14 |
| 2023-12-31 | $50,069 | 3,465 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $65,608 | 4,436 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $218,915 | 14,151 | Shares | Defined | 2023-08-11 |
| 2023-03-31 | $301,089 | 19,488 | Shares | Defined | 2023-05-05 |
| 2022-12-31 | $296,022 | 19,488 | Shares | Defined | 2023-02-08 |
| 2022-09-30 | $435,523 | 29,132 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $656,122 | 39,765 | Shares | Defined | 2022-08-12 |
| 2022-03-31 | $754,952 | 37,062 | Shares | Defined | 2022-05-12 |
| 2021-12-31 | $679,910 | 34,903 | Shares | Defined | 2022-02-10 |
| 2021-09-30 | $602,319 | 29,598 | Shares | Defined | 2021-11-04 |
| 2021-06-30 | $299,896 | 14,432 | Shares | Defined | 2021-11-15 |
| 2021-03-31 | $190,035 | 9,417 | Shares | Defined | 2021-05-17 |