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Disclosery

CAPTRUST FINANCIAL ADVISORS: AG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 115,653 AG 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 115,653 shares
    Change vs previous 13F -6,936 shares

    <0.01% of the 13F portfolio, value $1,961,475.

    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 122,589 shares
    Change vs previous 13F +13,837 shares

    <0.01% of the 13F portfolio, value $2,633,212.

    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 108,752 shares
    Change vs previous 13F +77,078 shares

    <0.01% of the 13F portfolio, value $1,811,808.

    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 31,674 shares
    Change vs previous 13F +21,100 shares

    <0.01% of the 13F portfolio, value $389,273.

    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 10,574 shares
    Change vs previous 13F -31 shares

    <0.01% of the 13F portfolio, value $87,447.

    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 10,605 shares
    Change vs previous 13F +106 shares

    <0.01% of the 13F portfolio, value $70,946.

    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 10,499 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $57,640.

    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).