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CAPTRUST FINANCIAL ADVISORS: AFRM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 27,958 AFRM 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 27,958 shares
    Change vs previous 13F +1,653 shares

    <0.01% of the 13F portfolio, value $2,279,964.

    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 26,305 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $1,205,311.

    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 26,367 shares
    Change vs previous 13F -2,368 shares

    <0.01% of the 13F portfolio, value $1,962,472.

    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 28,735 shares
    Change vs previous 13F +1,263 shares

    <0.01% of the 13F portfolio, value $2,099,964.

    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 27,472 shares
    Change vs previous 13F +1,641 shares

    <0.01% of the 13F portfolio, value $1,899,449.

    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 25,831 shares
    Change vs previous 13F +21,889 shares

    <0.01% of the 13F portfolio, value $1,167,289.

    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 3,942 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $240,068.

    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).