Capital Analysts, LLC
CIK
0001624758
City
FORT WASHINGTON
State / Country
PA
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $408,310 | 31,652 | Shares | Defined | 2026-02-11 |
| 2025-09-30 | $327,903 | 22,708 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $279,730 | 20,110 | Shares | Defined | 2025-08-13 |
| 2025-03-31 | $282,765 | 19,555 | Shares | Defined | 2025-05-14 |
| 2024-12-31 | $187,327 | 13,036 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $180,680 | 12,556 | Shares | Defined | 2024-11-13 |