Captrust Financial Advisors

SEC CIK: 0001512024
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

ALTI holding history

AlTi Global, 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.

ALTI overview All 13F holders of ALTI Full Q2 2026 holdings

Shares (Q3 2021): 0; Sold out in Q3 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2021

Holdings of ALTI by Captrust Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2021	0	$0	0.0%	−20,316−100.0%	Sold out	Holders
Q2 2021	20,316	$196.0K	<0.1%	+20,316	New	Holders