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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

APLS holding history

Apellis Pharmaceuticals, 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.

APLS overviewAll 13F holders of APLSFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of APLS by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−21,111−100.0%Sold outHolders
Q3 202521,111$477.7K<0.1%−8,421−28.5%ReducedHolders
Q2 202529,532$511.2K<0.1%+252+0.9%AddedHolders
Q1 202529,280$640.4K<0.1%+16,651+131.8%AddedHolders
Q4 202412,629$403.0K<0.1%+12,629NewHolders
Q3 20220$00.0%−92−100.0%Sold outHolders
Q2 202292$4.00K<0.1%+10+12.2%AddedHolders
Q1 202282$4.00K<0.1%−244−74.8%ReducedHolders
Q4 2021326$15.0K<0.1%−287−46.8%ReducedHolders
Q3 2021613$20.0K<0.1%+494+415.1%AddedHolders
Q2 2021119$8.00K<0.1%+90+310.3%AddedHolders
Q1 202129$1.00K<0.1%––Holders

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