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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

DASH holding history

DoorDash, 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.

DASH overviewAll 13F holders of DASHFull Q2 2026 holdings

Shares (Q2 2026)
10,731
Value
$1.98M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of DASH by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,731$1.98M<0.1%−5,797−35.1%ReducedHolders
Q1 202616,528$2.48M<0.1%−954−5.5%ReducedHolders
Q4 202517,482$3.96M<0.1%−10,891−38.4%ReducedHolders
Q3 202528,373$7.72M<0.1%−190−0.7%ReducedHolders
Q2 202528,563$7.04M<0.1%+10,432+57.5%AddedHolders
Q1 202518,131$3.31M<0.1%+8,880+96.0%AddedHolders
Q4 20249,251$1.55M<0.1%+1,089+13.3%AddedHolders
Q3 20248,162$1.16M<0.1%+718+9.6%AddedHolders
Q2 20247,444$809.8K<0.1%+1,230+19.8%AddedHolders
Q1 20246,214$855.8K<0.1%−3,768−37.7%ReducedHolders
Q4 20239,982$987.1K<0.1%+1,656+19.9%AddedHolders
Q3 20238,326$661.7K<0.1%+5,076+156.2%AddedHolders
Q2 20233,250$248.4K<0.1%+3,250NewHolders
Q4 20220$00.0%−5,118−100.0%Sold outHolders
Q3 20225,118$253.0K<0.1%+1,159+29.3%AddedHolders
Q2 20223,959$254.0K<0.1%+1,613+68.8%AddedHolders
Q1 20222,346$275.0K<0.1%+2,304+5,485.7%AddedHolders
Q4 202142$6.00K<0.1%−54−56.3%ReducedHolders
Q3 202196$20.0K<0.1%+91+1,820.0%AddedHolders
Q2 20215$1.00K<0.1%00.0%UnchangedHolders
Q1 20215$1.00K<0.1%––Holders

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