Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: AB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 14,230 AB 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 14,230 shares
    Change vs previous 13F +1,574 shares

    <0.01% of the 13F portfolio, value $501,192.

    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 12,656 shares
    Change vs previous 13F +319 shares

    <0.01% of the 13F portfolio, value $473,826.

    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 12,337 shares
    Change vs previous 13F -333 shares

    <0.01% of the 13F portfolio, value $474,721.

    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 12,670 shares
    Change vs previous 13F +3,697 shares

    <0.01% of the 13F portfolio, value $484,247.

    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 8,973 shares
    Change vs previous 13F -406 shares

    <0.01% of the 13F portfolio, value $366,354.

    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 9,379 shares
    Change vs previous 13F +782 shares

    <0.01% of the 13F portfolio, value $359,296.

    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 8,597 shares
    Change vs previous 13F +1,010 shares

    <0.01% of the 13F portfolio, value $318,855.

    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 7,587 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $264,719.

    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).