Capital Analysts, LLC
CIK
0001624758
City
FORT WASHINGTON
State / Country
PA
Holdings in MSD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $497,013 | 67,255 | Shares | Defined | 2026-02-11 |
| 2025-09-30 | $500,090 | 67,855 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $523,127 | 67,675 | Shares | Defined | 2025-08-13 |
| 2025-03-31 | $545,991 | 67,825 | Shares | Defined | 2025-05-14 |
| 2024-12-31 | $536,420 | 69,665 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $552,443 | 69,665 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $511,341 | 69,665 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $532,135 | 73,601 | Shares | Defined | 2024-05-14 |
| 2023-12-31 | $525,148 | 75,561 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $865,350 | 133,336 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $858,683 | 133,336 | Shares | Defined | 2023-08-11 |
| 2023-03-31 | $1,272,621 | 197,612 | Shares | Defined | 2023-05-05 |
| 2022-12-31 | $879,865 | 134,536 | Shares | Defined | 2023-02-08 |
| 2022-09-30 | $828,741 | 134,536 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $889,282 | 134,536 | Shares | Defined | 2022-08-12 |
| 2022-03-31 | $1,057,659 | 135,946 | Shares | Defined | 2022-05-12 |
| 2021-12-31 | $1,224,873 | 135,946 | Shares | Defined | 2022-02-10 |
| 2021-09-30 | $1,238,468 | 135,946 | Shares | Defined | 2021-11-04 |
| 2021-06-30 | $1,292,039 | 138,186 | Shares | Defined | 2021-11-15 |
| 2021-03-31 | $1,260,277 | 140,656 | Shares | Defined | 2021-05-17 |
| 2020-12-31 | $6,574 | 710 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $5,956 | 710 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $6,027 | 710 | Shares | Sole | 2020-08-07 |
| 2020-03-31 | $5,431 | 710 | Shares | Sole | 2020-05-08 |