CAL
FLNA

Capital Advisors Ltd’s Filana Therapeutics FLNA Stock Holding History

Capital Advisors Ltd’s Portfolio FLNA Stock Details FLNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Buy
+4
New +$6 ﹤0.01% 1557
2025
Q2 		– Sell
-23
Closed – – 1602
2025
Q1 		$0 Buy
+23
New +$58 ﹤0.01% 1555
2024
Q3 		– Sell
-309
Closed -$4K – 1583
2024
Q2 		$4K Hold
309
– – ﹤0.01% 955
2024
Q1 		$6K Hold
309
– – ﹤0.01% 852
2023
Q4 		$7K Hold
309
– – ﹤0.01% 765
2023
Q3 		$5K Hold
309
– – ﹤0.01% 836
2023
Q2 		$8K Buy
+309
New +$7.44K ﹤0.01% 740
2023
Q1 		– Sell
-309
Closed – – 1512
2022
Q4 		$0 Buy
+309
New +$11.1K ﹤0.01% 1581

Other funds holding FLNA

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Capital Advisors Ltd's FLNA Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Filana Therapeutics (FLNA) in Q2 2026: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1557 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in FLNA as recently as Q1 2025.

Capital Advisors Ltd first reported a position in FLNA in Q4 2022 and has held it in 8 quarters since. The position peaked at $8K in Q2 2023. 11 funds tracked by Wall St. Rank hold FLNA as of Q2 2026.

  • Capital Advisors Ltd held 4 shares of Filana Therapeutics worth $0 as of Q2 2026.
  • Filana Therapeutics was a new Capital Advisors Ltd position in Q2 2026.
  • Filana Therapeutics made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1557 holding.
  • Capital Advisors Ltd first reported a position in Filana Therapeutics in Q4 2022 and has held it in 8 quarters since.
  • Capital Advisors Ltd's Filana Therapeutics position peaked at $8K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Filana Therapeutics as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.