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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

SMAR holding history

Smartsheet 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.

SMAR overviewAll 13F holders of SMARFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2021
Holdings of SMAR by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−1,355−100.0%Sold outHolders
Q1 20221,355$74.0K<0.1%+120+9.7%AddedHolders
Q4 20211,235$96.0K<0.1%+248+25.1%AddedHolders
Q3 2021987$68.0K<0.1%00.0%UnchangedHolders
Q2 2021987$71.0K<0.1%+987NewHolders