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Disclosery

Capital Analysts, LLC: MS position timeline

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

Capital Analysts, LLC held 121,253 MS 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 121,253 shares
    Change vs previous 13F -1,398 shares

    0.58% of the 13F portfolio, value $25,347,000.

    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 122,651 shares
    Change vs previous 13F -3,349 shares

    0.53% of the 13F portfolio, value $20,188,000.

    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 126,000 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $22,369,000.

    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).