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CAPTRUST FINANCIAL ADVISORS: ACWV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 27,551 ACWV 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 27,551 shares
    Change vs previous 13F -1,464 shares

    0.01% of the 13F portfolio, value $3,312,480.

    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 29,015 shares
    Change vs previous 13F -2,266 shares

    0.01% of the 13F portfolio, value $3,467,549.

    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 31,281 shares
    Change vs previous 13F -40,687 shares

    0.01% of the 13F portfolio, value $3,714,586.

    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 71,968 shares
    Change vs previous 13F -14,692 shares

    0.02% of the 13F portfolio, value $8,630,369.

    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 86,660 shares
    Change vs previous 13F -8,173 shares

    0.02% of the 13F portfolio, value $10,275,270.

    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 94,833 shares
    Change vs previous 13F +7,584 shares

    0.03% of the 13F portfolio, value $11,035,693.

    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 87,249 shares
    Change vs previous 13F -3,605 shares

    0.03% of the 13F portfolio, value $9,527,538.

    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 90,854 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,405,513.

    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).