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CAPTRUST FINANCIAL ADVISORS: ACWI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 114,622 ACWI 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 114,622 shares
    Change vs previous 13F -8,698 shares

    0.03% of the 13F portfolio, value $17,992,200.

    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 123,320 shares
    Change vs previous 13F +612 shares

    0.03% of the 13F portfolio, value $17,063,797.

    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 122,708 shares
    Change vs previous 13F +11,183 shares

    0.03% of the 13F portfolio, value $17,361,976.

    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 111,525 shares
    Change vs previous 13F +7,209 shares

    0.03% of the 13F portfolio, value $15,417,214.

    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 104,316 shares
    Change vs previous 13F +131 shares

    0.03% of the 13F portfolio, value $13,415,086.

    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 104,185 shares
    Change vs previous 13F +3,545 shares

    0.03% of the 13F portfolio, value $12,126,126.

    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 100,640 shares
    Change vs previous 13F -7,806 shares

    0.03% of the 13F portfolio, value $11,825,247.

    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 108,446 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,964,668.

    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).