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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

ADVM holding history

Adverum Biotechnologies, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADVM overviewAll 13F holders of ADVMFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of ADVM by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−10,000−100.0%Sold outHolders
Q2 202510,000$21.5K<0.1%−624−5.9%ReducedHolders
Q1 202510,624$46.4K<0.1%+10,624NewHolders
Q4 20240$00.0%−10,115−100.0%Sold outHolders
Q3 202410,115$71.0K<0.1%+10,115NewHolders
Q4 20230$00.0%−20,500−100.0%Sold outHolders
Q3 202320,500$30.8K<0.1%+20,500NewHolders
Q3 20220$00.0%−500−100.0%Sold outHolders
Q2 2022500$1.00K<0.1%00.0%UnchangedHolders
Q1 2022500$1.00K<0.1%−911−64.6%ReducedHolders
Q4 20211,411$2.00K<0.1%+378+36.6%AddedHolders
Q3 20211,033$2.00K<0.1%+533+106.6%AddedHolders
Q2 2021500$2.00K<0.1%00.0%UnchangedHolders
Q1 2021500$5.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.