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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

PECO holding history

Phillips Edison & Company, Inc. 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.

PECO overviewAll 13F holders of PECOFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2022
Holdings of PECO by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−802−100.0%Sold outHolders
Q4 2023802$29.0K<0.1%00.0%UnchangedHolders
Q3 2023802$27.0K<0.1%+802NewHolders
Q1 20230$00.0%−28,362−100.0%Sold outHolders
Q4 202228,362$903.0K0.1%+1,251+4.6%AddedHolders
Q3 202227,111$760.0K0.1%00.0%UnchangedHolders
Q2 202227,111$906.0K0.1%+5,101+23.2%AddedHolders
Q1 202222,010$757.0K<0.1%+22,010NewHolders