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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

XYZ holding history

Block, 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.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
634
Value
$49.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XYZ by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026634$49.0K<0.1%−35−5.2%ReducedHolders
Q1 2026669$40.0K<0.1%−39−5.5%ReducedHolders
Q4 2025708$46.0K<0.1%00.0%UnchangedHolders
Q3 2025708$51.0K<0.1%−5−0.7%ReducedHolders
Q2 2025713$48.0K<0.1%00.0%UnchangedHolders
Q1 2025713$39.0K<0.1%00.0%UnchangedHolders
Q4 2024713$61.0K<0.1%00.0%UnchangedHolders
Q3 2024713$48.0K<0.1%+487+215.5%AddedHolders
Q2 2024226$15.0K<0.1%00.0%UnchangedHolders
Q1 2024226$19.0K<0.1%00.0%UnchangedHolders
Q4 2023226$17.0K<0.1%00.0%UnchangedHolders
Q3 2023226$10.0K<0.1%00.0%UnchangedHolders
Q2 2023226$15.0K<0.1%00.0%UnchangedHolders
Q1 2023226$16.0K<0.1%00.0%UnchangedHolders
Q4 2022226$14.0K<0.1%00.0%UnchangedHolders
Q3 2022226$12.0K<0.1%00.0%UnchangedHolders
Q2 2022226$14.0K<0.1%00.0%UnchangedHolders
Q1 2022226$31.0K<0.1%00.0%UnchangedHolders
Q4 2021226$37.0K<0.1%00.0%UnchangedHolders
Q3 2021226$54.0K<0.1%+26+13.0%AddedHolders
Q2 2021200$49.0K<0.1%−225−52.9%ReducedHolders
Q1 2021425$96.0K<0.1%––Holders

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