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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

CIA holding history

Citizens, 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.

CIA overviewAll 13F holders of CIAFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of CIA by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−2,065−100.0%Sold outHolders
Q2 20222,065$9.00K<0.1%+1,607+350.9%AddedHolders
Q1 2022458$2.00K<0.1%+220+92.4%AddedHolders
Q4 2021238$1.00K<0.1%+167+235.2%AddedHolders
Q3 202171$00.0%00.0%UnchangedHolders
Q2 202171$00.0%−318−81.7%ReducedHolders
Q1 2021389$2.00K<0.1%––Holders

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