Captrust Financial Advisors
- SEC CIK
- 0001512024
- Latest filing
- Aug 13, 2026
NMAX holding history
Newsmax 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.
NMAX overviewAll 13F holders of NMAXFull Q2 2026 holdings
- Shares (Q2 2026)
- 43,289
- Value
- $358.4K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 43,289 | $358.4K | <0.1% | +10,478+31.9% | Added | Holders |
| Q1 2026 | 32,811 | $171.3K | <0.1% | +19,629+148.9% | Added | Holders |
| Q4 2025 | 13,182 | $101.9K | <0.1% | −643−4.7% | Reduced | Holders |
| Q3 2025 | 13,825 | $171.4K | <0.1% | +13,825 | New | Holders |