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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

AIOT holding history

Powerfleet, 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.

AIOT overviewAll 13F holders of AIOTFull Q2 2026 holdings

Shares (Q2 2026)
189,887
Value
$727.3K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of AIOT by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026189,887$727.3K<0.1%+6,710+3.7%AddedHolders
Q1 2026183,177$564.2K<0.1%−7,240−3.8%ReducedHolders
Q4 2025190,417$1.01M<0.1%+7,589+4.2%AddedHolders
Q3 2025182,828$958.0K<0.1%+16,699+10.1%AddedHolders
Q2 2025166,129$716.0K<0.1%+160+0.1%AddedHolders
Q1 2025165,969$911.2K<0.1%+740.0%AddedHolders
Q4 2024165,895$1.10M<0.1%+31,181+23.1%AddedHolders
Q3 2024134,714$673.6K<0.1%+640.0%AddedHolders
Q2 2024134,650$615.4K<0.1%+79,495+144.1%AddedHolders
Q1 202455,155$294.5K<0.1%+55,155NewHolders
Q3 20230$00.0%−60,615−100.0%Sold outHolders
Q2 202360,615$181.8K<0.1%+60,615NewHolders
Q4 20220$00.0%−16,015−100.0%Sold outHolders
Q3 202216,015$49.0K<0.1%00.0%UnchangedHolders
Q2 202216,015$35.0K<0.1%+3,200+25.0%AddedHolders
Q1 202212,815$38.0K<0.1%00.0%UnchangedHolders
Q4 202112,815$61.0K<0.1%+2,125+19.9%AddedHolders
Q3 202110,690$72.0K<0.1%−575−5.1%ReducedHolders
Q2 202111,265$81.0K<0.1%00.0%UnchangedHolders
Q1 202111,265$93.0K<0.1%––Holders

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