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Disclosery

Capital Analysts, LLC: SPIB position timeline

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

Capital Analysts, LLC held 2,637,621 SPIB 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 2,637,621 shares
    Change vs previous 13F +116,868 shares

    2.03% of the 13F portfolio, value $88,255,000.

    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 2,520,753 shares
    Change vs previous 13F +806,799 shares

    2.22% of the 13F portfolio, value $84,546,000.

    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 1,713,954 shares
    Change vs previous 13F +1,291,353 shares

    1.6% of the 13F portfolio, value $57,948,000.

    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 ended2024-09-30
    13F 422,601 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $14,246,000.

    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).