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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

DFS holding history

Discover Financial Services in every 13F filed by Capital Analysts, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of DFS by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−7−100.0%Sold outHolders
Q1 20257$1.00K<0.1%00.0%UnchangedHolders
Q4 20247$1.00K<0.1%00.0%UnchangedHolders
Q3 20247$1.00K<0.1%00.0%UnchangedHolders
Q2 20247$1.00K<0.1%00.0%UnchangedHolders
Q1 20247$1.00K<0.1%00.0%UnchangedHolders
Q4 20237$1.00K<0.1%+7NewHolders
Q1 20230$00.0%−90−100.0%Sold outHolders
Q4 202290$9.00K<0.1%00.0%UnchangedHolders
Q3 202290$8.00K<0.1%+1+1.1%AddedHolders
Q2 202289$8.00K<0.1%00.0%UnchangedHolders
Q1 202289$10.0K<0.1%+1+1.1%AddedHolders
Q4 202188$10.0K<0.1%+88NewHolders
Q3 20210$00.0%−18−100.0%Sold outHolders
Q2 202118$2.00K<0.1%00.0%UnchangedHolders
Q1 202118$2.00K<0.1%––Holders

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