Captrust Financial Advisors
- SEC CIK
- 0001512024
- Latest filing
- Aug 13, 2026
VERX holding history
Vertex, 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.
VERX overviewAll 13F holders of VERXFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −4,691−100.0% | Sold out | Holders |
| Q4 2024 | 4,691 | $250.3K | <0.1% | +4,691 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −5,898−100.0% | Sold out | Holders |
| Q2 2024 | 5,898 | $212.6K | <0.1% | +5,898 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −16,441−100.0% | Sold out | Holders |
| Q4 2023 | 16,441 | $442.9K | <0.1% | +4,633+39.2% | Added | Holders |
| Q3 2023 | 11,808 | $272.8K | <0.1% | +11,808 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −100−100.0% | Sold out | Holders |
| Q2 2022 | 100 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 100 | $2.00K | <0.1% | −200−66.7% | Reduced | Holders |
| Q4 2021 | 300 | $5.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 300 | $6.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 300 | $7.00K | <0.1% | +300 | New | Holders |