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Disclosery

CAPTRUST FINANCIAL ADVISORS: A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on A, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 50,992 A shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,992 shares
    Change vs previous 13F +3,002 shares

    0.01% of the 13F portfolio, value $6,773,290.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,990 shares
    Change vs previous 13F +6,769 shares

    0.01% of the 13F portfolio, value $5,468,926.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,221 shares
    Change vs previous 13F -1,958 shares

    0.01% of the 13F portfolio, value $5,608,875.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,179 shares
    Change vs previous 13F +1,021 shares

    0.01% of the 13F portfolio, value $5,542,033.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,158 shares
    Change vs previous 13F +20,868 shares

    0.01% of the 13F portfolio, value $4,975,119.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,290 shares
    Change vs previous 13F -1,288 shares

    0.01% of the 13F portfolio, value $2,490,545.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,578 shares
    Change vs previous 13F +1,769 shares

    0.01% of the 13F portfolio, value $3,033,193.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,809 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,089,694.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).