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CAPTRUST FINANCIAL ADVISORS: ALDX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 51,778 ALDX 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 51,778 shares
    Change vs previous 13F -1,169 shares

    <0.01% of the 13F portfolio, value $110,287.

    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 52,947 shares
    Change vs previous 13F +952 shares

    <0.01% of the 13F portfolio, value $89,479.

    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 51,995 shares
    Change vs previous 13F -999 shares

    <0.01% of the 13F portfolio, value $269,334.

    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 52,994 shares
    Change vs previous 13F +1,502 shares

    <0.01% of the 13F portfolio, value $276,629.

    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 51,492 shares
    Change vs previous 13F +4,297 shares

    <0.01% of the 13F portfolio, value $197,214.

    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 47,195 shares
    Change vs previous 13F +26,500 shares

    <0.01% of the 13F portfolio, value $271,371.

    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 20,695 shares
    Change vs previous 13F +1,434 shares

    <0.01% of the 13F portfolio, value $103,268.

    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 19,261 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $103,817.

    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).