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Disclosery

Capital Analysts, LLC: PSFF position timeline

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

Capital Analysts, LLC held 58,549 PSFF 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 58,549 shares
    Change vs previous 13F -1,593 shares

    0.05% of the 13F portfolio, value $2,009,000.

    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 60,142 shares
    Change vs previous 13F -3,196 shares

    0.05% of the 13F portfolio, value $1,928,000.

    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 63,338 shares
    Change vs previous 13F -3,378 shares

    0.06% of the 13F portfolio, value $2,048,000.

    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 66,716 shares
    Change vs previous 13F +1,944 shares

    0.06% of the 13F portfolio, value $2,108,000.

    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 64,772 shares
    Change vs previous 13F +1,619 shares

    0.07% of the 13F portfolio, value $1,974,000.

    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 63,153 shares
    Change vs previous 13F +1,242 shares

    0.07% of the 13F portfolio, value $1,803,000.

    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 61,911 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,814,000.

    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).