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CAPTRUST FINANCIAL ADVISORS: ADT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 86,172 ADT 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 86,172 shares
    Change vs previous 13F -78,692 shares

    <0.01% of the 13F portfolio, value $560,117.

    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 164,864 shares
    Change vs previous 13F -133,478 shares

    <0.01% of the 13F portfolio, value $1,083,060.

    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 298,342 shares
    Change vs previous 13F +3,095 shares

    <0.01% of the 13F portfolio, value $2,407,624.

    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 295,247 shares
    Change vs previous 13F +180,388 shares

    0.01% of the 13F portfolio, value $2,571,602.

    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 114,859 shares
    Change vs previous 13F +38,308 shares

    <0.01% of the 13F portfolio, value $972,852.

    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 76,551 shares
    Change vs previous 13F +21,195 shares

    <0.01% of the 13F portfolio, value $623,126.

    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 55,356 shares
    Change vs previous 13F +31,610 shares

    <0.01% of the 13F portfolio, value $382,507.

    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 23,746 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $171,684.

    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).