Number of Shares
6,151
Previous 4,742 29.71%
Holding current value
$156,000
Previous $114,000 36.84%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
N/A
1,409 Added 29.71%
6,151 $156,000
Q2 2025

Aug 13, 2025

BUY
N/A
1,065 Added 28.96%
4,742 $114,000
Q1 2025

May 14, 2025

BUY
N/A
423 Added 13.0%
3,677 $86,000
Q3 2024

Nov 13, 2024

BUY
N/A
1,639 Added 101.49%
3,254 $80,000
Q2 2024

Aug 14, 2024

BUY
N/A
856 Added 112.78%
1,615 $38,000
Q4 2023

Jan 30, 2024

BUY
N/A
759 New
759 $17,000
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.