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Capital Advisors, Ltd. LLC → PFIS
Capital Advisors, Ltd. LLC PFIS Position History
Peoples Financial Services Corp. • Banking
Quarters held
3
Latest value
$28K
Q3 2026
Peak value
$28K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $22K |
| Q2 2026 | $27K |
| Q3 2026 | $28K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28K | 414 | — | — |
| Q2 2026 | $27K | 414 | — | — |
| Q1 2026 | $22K | 414 | — | — |