Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: ADX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 17,167 ADX 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 17,167 shares
    Change vs previous 13F +870 shares

    <0.01% of the 13F portfolio, value $438,605.

    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 16,297 shares
    Change vs previous 13F +408 shares

    <0.01% of the 13F portfolio, value $356,734.

    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 15,889 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $370,541.

    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 15,840 shares
    Change vs previous 13F -851 shares

    <0.01% of the 13F portfolio, value $353,237.

    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 16,691 shares
    Change vs previous 13F +1,390 shares

    <0.01% of the 13F portfolio, value $362,356.

    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 15,301 shares
    Change vs previous 13F +112 shares

    <0.01% of the 13F portfolio, value $290,561.

    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 15,189 shares
    Change vs previous 13F +3,199 shares

    <0.01% of the 13F portfolio, value $306,814.

    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 11,990 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,510.

    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).