Capital Analysts, LLC
CIK
0001624758
City
FORT WASHINGTON
State / Country
PA
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $715,196 | 34,401 | Shares | Defined | 2026-02-11 |
| 2025-09-30 | $673,458 | 31,121 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $661,332 | 32,213 | Shares | Defined | 2025-08-13 |
| 2025-03-31 | $679,821 | 33,588 | Shares | Defined | 2025-05-14 |
| 2024-12-31 | $707,730 | 35,493 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $695,245 | 32,337 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $847,584 | 44,145 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $812,501 | 42,384 | Shares | Defined | 2024-05-14 |
| 2023-12-31 | $642,035 | 36,171 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $244,825 | 14,599 | Shares | Defined | 2023-11-13 |