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CAPTRUST FINANCIAL ADVISORS: ADP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 414,377 ADP 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 414,377 shares
    Change vs previous 13F -72,526 shares

    0.14% of the 13F portfolio, value $92,799,622.

    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 486,903 shares
    Change vs previous 13F +380,396 shares

    0.17% of the 13F portfolio, value $98,933,059.

    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 106,507 shares
    Change vs previous 13F -16,678 shares

    0.05% of the 13F portfolio, value $27,396,885.

    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 123,185 shares
    Change vs previous 13F -250 shares

    0.07% of the 13F portfolio, value $36,154,887.

    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 123,435 shares
    Change vs previous 13F -1,514 shares

    0.08% of the 13F portfolio, value $38,067,394.

    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 124,949 shares
    Change vs previous 13F +50,241 shares

    0.1% of the 13F portfolio, value $38,175,738.

    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 74,708 shares
    Change vs previous 13F +2,595 shares

    0.06% of the 13F portfolio, value $21,869,370.

    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 72,113 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,955,799.

    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).