Skip to content
Disclosery

Capital Analysts, LLC: MUNI position timeline

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

Capital Analysts, LLC held 455,347 MUNI 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 455,347 shares
    Change vs previous 13F +25,933 shares

    0.55% of the 13F portfolio, value $23,951,000.

    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 429,414 shares
    Change vs previous 13F +5,246 shares

    0.59% of the 13F portfolio, value $22,411,000.

    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 424,168 shares
    Change vs previous 13F +19,336 shares

    0.62% of the 13F portfolio, value $22,231,000.

    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 404,832 shares
    Change vs previous 13F +7,861 shares

    0.62% of the 13F portfolio, value $21,165,000.

    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 396,971 shares
    Change vs previous 13F -2,313 shares

    0.68% of the 13F portfolio, value $20,388,000.

    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 399,284 shares
    Change vs previous 13F +201,283 shares

    0.77% of the 13F portfolio, value $20,583,000.

    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 198,001 shares
    Change vs previous 13F +18,774 shares

    0.41% of the 13F portfolio, value $10,242,000.

    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 179,227 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $9,495,000.

    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).