Captrust Financial Advisors

SEC CIK: 0001512024
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CLDT holding history

Chatham Lodging Trust 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.

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

Shares (Q2 2026): 12,586
Value: $166.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of CLDT by Captrust Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,586	$166.5K	<0.1%	+1,968+18.5%	Added	Holders
Q1 2026	10,618	$83.6K	<0.1%	+545+5.4%	Added	Holders
Q4 2025	10,073	$68.6K	<0.1%	+10,073	New	Holders