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Disclosery

Capital Analysts, LLC: CGMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Analysts, LLC on CGMS, newest first. How the timeline and the estimate are built.

Capital Analysts, LLC held 43,462 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,462 shares
    Change vs previous 13F +26,051 shares

    0.03% of the 13F portfolio, value $1,188,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,411 shares
    Change vs previous 13F +8,407 shares

    0.01% of the 13F portfolio, value $474,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 9,004 shares
    Change vs previous 13F +4,618 shares

    0.01% of the 13F portfolio, value $248,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,386 shares
    Change vs previous 13F +2,551 shares

    <0.01% of the 13F portfolio, value $122,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,835 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).