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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

CZNC holding history

Citizens & Northern Corp 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.

CZNC overviewAll 13F holders of CZNCFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of CZNC by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−9,052−100.0%Sold outHolders
Q4 20239,052$203.0K<0.1%+9,052NewHolders
Q1 20230$00.0%−9,252−100.0%Sold outHolders
Q4 20229,252$211.5K<0.1%−695−7.0%ReducedHolders
Q3 20229,947$241.0K<0.1%+9,750+4,949.2%AddedHolders
Q2 2022197$5.00K<0.1%00.0%UnchangedHolders
Q1 2022197$5.00K<0.1%−50−20.2%ReducedHolders
Q4 2021247$6.00K<0.1%−8−3.1%ReducedHolders
Q3 2021255$6.00K<0.1%+10+4.1%AddedHolders
Q2 2021245$6.00K<0.1%−10−3.9%ReducedHolders
Q1 2021255$6.00K<0.1%––Holders

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