CAPTRUST FINANCIAL ADVISORS
Holdings in KWR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,296,755 | 9,444 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $381,284 | 2,894 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $309,737 | 2,767 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $228,307 | 1,847 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $287,713 | 2,044 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $346,078 | 2,054 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $357,388 | 2,106 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $424,662 | 2,069 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,026,550 | 4,810 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $762,720 | 4,767 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $356,861 | 1,831 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $371,156 | 1,875 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $318,278 | 1,907 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $284,139 | 1,968 | Shares | Sole | 2022-11-16 |
| 2022-06-30 | $181,367 | 1,213 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $189,054 | 1,094 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $258,704 | 1,121 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $249,843 | 1,051 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $254,979 | 1,075 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $270,828 | 1,111 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $57,266 | 226 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $1,797 | 10 | Shares | Sole | 2020-11-17 |
| 2020-06-30 | $37,315 | 201 | Shares | Sole | 2020-08-14 |