Capital Analysts, LLC: DWX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Analysts, LLC on DWX, newest first. How the timeline and the estimate are built.
Capital Analysts, LLC held 11,688 DWX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 11,688 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $537,000.
13F-HR 0001624758-26-000011 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,688 sharesChange vs previous 13F +22 shares
0.01% of the 13F portfolio, value $533,000.
13F-HR 0001624758-26-000005 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 11,666 sharesChange vs previous 13F -420 shares
0.01% of the 13F portfolio, value $512,000.
13F-HR/A 0001624758-26-000008 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,086 sharesChange vs previous 13F -420 shares
0.02% of the 13F portfolio, value $516,000.
13F-HR 0001624758-25-000011 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,506 sharesChange vs previous 13F +20 shares
0.02% of the 13F portfolio, value $527,000.
13F-HR 0001624758-25-000006 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,486 sharesChange vs previous 13F +7,078 shares
0.02% of the 13F portfolio, value $478,000.
13F-HR 0001624758-25-000004 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,408 sharesChange vs previous 13F +713 shares
0.01% of the 13F portfolio, value $189,000.
13F-HR 0001624758-25-000002 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,695 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $180,000.
13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).