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CAPTRUST FINANCIAL ADVISORS: AAON position timeline

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

CAPTRUST FINANCIAL ADVISORS held 25,232 AAON 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 25,232 shares
    Change vs previous 13F +2,391 shares

    <0.01% of the 13F portfolio, value $3,200,915.

    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 22,841 shares
    Change vs previous 13F +11,453 shares

    <0.01% of the 13F portfolio, value $1,890,072.

    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 11,388 shares
    Change vs previous 13F +1,092 shares

    <0.01% of the 13F portfolio, value $868,301.

    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 10,296 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $962,094.

    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 10,255 shares
    Change vs previous 13F +1,339 shares

    <0.01% of the 13F portfolio, value $756,320.

    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 8,916 shares
    Change vs previous 13F -2,499 shares

    <0.01% of the 13F portfolio, value $696,605.

    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 11,415 shares
    Change vs previous 13F +2,619 shares

    <0.01% of the 13F portfolio, value $1,343,292.

    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 8,796 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $948,527.

    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).