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Disclosery

Capital Analysts, LLC: FDLO position timeline

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

Capital Analysts, LLC held 31,456 FDLO 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 31,456 shares
    Change vs previous 13F -717 shares

    0.05% of the 13F portfolio, value $2,150,000.

    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 32,173 shares
    Change vs previous 13F -1,559 shares

    0.05% of the 13F portfolio, value $2,078,000.

    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 33,732 shares
    Change vs previous 13F -1,576 shares

    0.06% of the 13F portfolio, value $2,251,000.

    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 35,308 shares
    Change vs previous 13F +1,355 shares

    0.07% of the 13F portfolio, value $2,326,000.

    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 33,953 shares
    Change vs previous 13F +634 shares

    0.07% of the 13F portfolio, value $2,132,000.

    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).

  6. period ended2025-03-31
    13F 33,319 shares
    Change vs previous 13F -2,348 shares

    0.08% of the 13F portfolio, value $2,020,000.

    13F-HR 0001624758-25-000004 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).

  7. period ended2024-12-31
    13F 35,667 shares
    Change vs previous 13F -21,839 shares

    0.09% of the 13F portfolio, value $2,161,000.

    13F-HR 0001624758-25-000002 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).

  8. period ended2024-09-30
    13F 57,506 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,528,000.

    13F-HR 0001624758-24-000014 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).