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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

ATRC holding history

AtriCure, 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.

ATRC overviewAll 13F holders of ATRCFull Q2 2026 holdings

Shares (Q2 2026)
13,022
Value
$364.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of ATRC by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,022$364.4K<0.1%+4,235+48.2%AddedHolders
Q1 20268,787$250.7K<0.1%+843+10.6%AddedHolders
Q4 20257,944$314.3K<0.1%+579+7.9%AddedHolders
Q3 20257,365$259.6K<0.1%+66+0.9%AddedHolders
Q2 20257,299$239.2K<0.1%+598+8.9%AddedHolders
Q1 20256,701$216.2K<0.1%−1,475−18.0%ReducedHolders
Q4 20248,176$249.9K<0.1%−15−0.2%ReducedHolders
Q3 20248,191$229.7K<0.1%+8,191NewHolders
Q2 20240$00.0%−7,173−100.0%Sold outHolders
Q1 20247,173$218.2K<0.1%−9,114−56.0%ReducedHolders
Q4 202316,287$581.3K<0.1%−9,757−37.5%ReducedHolders
Q3 202326,044$1.14M<0.1%+82+0.3%AddedHolders
Q2 202325,962$1.28M<0.1%+20,369+364.2%AddedHolders
Q1 20235,593$231.8K<0.1%+88+1.6%AddedHolders
Q4 20225,505$244.3K<0.1%−80−1.4%ReducedHolders
Q3 20225,585$218.0K<0.1%−1,102−16.5%ReducedHolders
Q2 20226,687$273.0K<0.1%+1,312+24.4%AddedHolders
Q1 20225,375$353.0K<0.1%−1,680−23.8%ReducedHolders
Q4 20217,055$491.0K<0.1%+4,511+177.3%AddedHolders
Q3 20212,544$177.0K<0.1%+135+5.6%AddedHolders
Q2 20212,409$191.0K<0.1%+1,502+165.6%AddedHolders
Q1 2021907$59.0K<0.1%––Holders

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