Skip to main content

Capital Advisors, Ltd. LLC

SEC CIK
0001597878
Latest filing
Jul 16, 2026

PHR holding history

Phreesia, Inc. in every 13F filed by Capital Advisors, Ltd. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHR overviewAll 13F holders of PHRFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q2 2022
Holdings of PHR by Capital Advisors, Ltd. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−28−100.0%Sold outHolders
Q4 202528$00.0%00.0%UnchangedHolders
Q3 202528$1.00K<0.1%00.0%UnchangedHolders
Q2 202528$1.00K<0.1%00.0%UnchangedHolders
Q1 202528$1.00K<0.1%00.0%UnchangedHolders
Q4 202428$1.00K<0.1%00.0%UnchangedHolders
Q3 202428$1.00K<0.1%00.0%UnchangedHolders
Q2 202428$1.00K<0.1%00.0%UnchangedHolders
Q1 202428$1.00K<0.1%00.0%UnchangedHolders
Q4 202328$1.00K<0.1%00.0%UnchangedHolders
Q3 202328$1.00K<0.1%00.0%UnchangedHolders
Q2 202328$1.00K<0.1%00.0%UnchangedHolders
Q1 202328$1.00K<0.1%00.0%UnchangedHolders
Q4 202228$1.00K<0.1%−9−24.3%ReducedHolders
Q3 202237$1.00K<0.1%+9+32.1%AddedHolders
Q2 202228$1.00K<0.1%+28NewHolders