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CAPTRUST FINANCIAL ADVISORS: AGZD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 199,056 AGZD 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 199,056 shares
    Change vs previous 13F -6,421 shares

    0.01% of the 13F portfolio, value $4,500,656.

    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 205,477 shares
    Change vs previous 13F +11,142 shares

    0.01% of the 13F portfolio, value $4,632,972.

    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 194,335 shares
    Change vs previous 13F -15,293 shares

    0.01% of the 13F portfolio, value $4,369,623.

    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 209,628 shares
    Change vs previous 13F -16,230 shares

    0.01% of the 13F portfolio, value $4,716,630.

    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 225,858 shares
    Change vs previous 13F -2,416 shares

    0.01% of the 13F portfolio, value $5,020,823.

    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 228,274 shares
    Change vs previous 13F -365 shares

    0.01% of the 13F portfolio, value $5,101,924.

    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 228,639 shares
    Change vs previous 13F +1,949 shares

    0.01% of the 13F portfolio, value $5,135,232.

    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 226,690 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,082,390.

    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).