Skip to main content

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

SLP holding history

Simulations Plus, 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.

SLP overviewAll 13F holders of SLPFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of SLP by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−45,229−100.0%Sold outHolders
Q2 202445,229$2.20M<0.1%+45,229NewHolders
Q1 20240$00.0%−4,683−100.0%Sold outHolders
Q4 20234,683$209.6K<0.1%+4,683NewHolders
Q3 20220$00.0%−70−100.0%Sold outHolders
Q2 202270$3.00K<0.1%+21+42.9%AddedHolders
Q1 202249$2.00K<0.1%−87−64.0%ReducedHolders
Q4 2021136$6.00K<0.1%00.0%UnchangedHolders
Q3 2021136$5.00K<0.1%−143−51.3%ReducedHolders
Q2 2021279$15.0K<0.1%−19−6.4%ReducedHolders
Q1 2021298$19.0K<0.1%––Holders

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