Captrust Financial Advisors

SEC CIK: 0001512024
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

WLMS holding history

NOS4-1, 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.

WLMS overview All 13F holders of WLMS Full Q2 2026 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of WLMS by Captrust Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−4,050−100.0%	Sold out	Holders
Q3 2021	4,050	$17.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	4,050	$24.0K	<0.1%	+4,050	New	Holders