Captrust Financial Advisors
- SEC CIK
- 0001512024
- Latest filing
- Aug 13, 2026
CWD holding history
CaliberCos 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.
CWD overviewAll 13F holders of CWDFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 1
- Since Q3 2025