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CAPTRUST FINANCIAL ADVISORS: AAL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 53,829 AAL 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 53,829 shares
    Change vs previous 13F +19,942 shares

    <0.01% of the 13F portfolio, value $972,684.

    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 33,887 shares
    Change vs previous 13F -51,404 shares

    <0.01% of the 13F portfolio, value $363,947.

    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 85,291 shares
    Change vs previous 13F +19,382 shares

    <0.01% of the 13F portfolio, value $1,307,511.

    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 65,909 shares
    Change vs previous 13F +13,514 shares

    <0.01% of the 13F portfolio, value $740,812.

    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 52,395 shares
    Change vs previous 13F +16,867 shares

    <0.01% of the 13F portfolio, value $587,872.

    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 35,528 shares
    Change vs previous 13F -29,333 shares

    <0.01% of the 13F portfolio, value $374,823.

    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 64,861 shares
    Change vs previous 13F +21,539 shares

    <0.01% of the 13F portfolio, value $1,130,531.

    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 43,322 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $486,942.

    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).