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CAPTRUST FINANCIAL ADVISORS: AGM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 327,467 AGM 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 327,467 shares
    Change vs previous 13F +61,192 shares

    0.1% of the 13F portfolio, value $65,254,441.

    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 266,275 shares
    Change vs previous 13F -92,633 shares

    0.07% of the 13F portfolio, value $39,497,577.

    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 358,908 shares
    Change vs previous 13F +46,262 shares

    0.12% of the 13F portfolio, value $63,013,464.

    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 312,646 shares
    Change vs previous 13F +17,293 shares

    0.11% of the 13F portfolio, value $52,518,352.

    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 295,353 shares
    Change vs previous 13F +17,233 shares

    0.13% of the 13F portfolio, value $57,381,183.

    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 278,120 shares
    Change vs previous 13F +22,922 shares

    0.13% of the 13F portfolio, value $52,150,324.

    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 255,198 shares
    Change vs previous 13F +28,215 shares

    0.14% of the 13F portfolio, value $50,261,206.

    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 226,983 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $42,538,795.

    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).