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Disclosery

CAPTRUST FINANCIAL ADVISORS: ALL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 127,397 ALL 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 127,397 shares
    Change vs previous 13F -4,818 shares

    0.05% of the 13F portfolio, value $30,312,942.

    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 132,215 shares
    Change vs previous 13F +2,503 shares

    0.05% of the 13F portfolio, value $27,413,315.

    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 129,712 shares
    Change vs previous 13F +4,225 shares

    0.05% of the 13F portfolio, value $26,999,649.

    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 125,487 shares
    Change vs previous 13F -1,931 shares

    0.05% of the 13F portfolio, value $26,935,826.

    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 127,418 shares
    Change vs previous 13F +341 shares

    0.06% of the 13F portfolio, value $25,650,495.

    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 127,077 shares
    Change vs previous 13F +2,036 shares

    0.07% of the 13F portfolio, value $26,313,851.

    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 125,041 shares
    Change vs previous 13F +2,331 shares

    0.07% of the 13F portfolio, value $24,106,652.

    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 122,710 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $23,271,886.

    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).