Capital Analysts, LLC: ED position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Analysts, LLC on ED, newest first. How the timeline and the estimate are built.
Capital Analysts, LLC held 942 ED shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 942 sharesChange vs previous 13F -20 shares
<0.01% of the 13F portfolio, value $104,000.
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 962 sharesChange vs previous 13F +486 shares
<0.01% of the 13F portfolio, value $109,000.
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 476 sharesChange vs previous 13F -6 shares
<0.01% of the 13F portfolio, value $48,000.
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 482 sharesChange vs previous 13F -108 shares
<0.01% of the 13F portfolio, value $49,000.
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 590 sharesChange vs previous 13F +78 shares
<0.01% of the 13F portfolio, value $60,000.
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 512 sharesChange vs previous 13F +2 shares
<0.01% of the 13F portfolio, value $57,000.
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 510 sharesChange vs previous 13F -14 shares
<0.01% of the 13F portfolio, value $46,000.
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 524 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $55,000.
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).