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CAPTRUST FINANCIAL ADVISORS: ALRM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 33,965 ALRM 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 33,965 shares
    Change vs previous 13F +1,385 shares

    <0.01% of the 13F portfolio, value $1,586,845.

    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 32,580 shares
    Change vs previous 13F +8,670 shares

    <0.01% of the 13F portfolio, value $1,407,126.

    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 23,910 shares
    Change vs previous 13F +600 shares

    <0.01% of the 13F portfolio, value $1,219,888.

    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 23,310 shares
    Change vs previous 13F +436 shares

    <0.01% of the 13F portfolio, value $1,237,295.

    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 22,874 shares
    Change vs previous 13F +2,357 shares

    <0.01% of the 13F portfolio, value $1,293,982.

    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 20,517 shares
    Change vs previous 13F -13,696 shares

    <0.01% of the 13F portfolio, value $1,141,771.

    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 34,213 shares
    Change vs previous 13F -766 shares

    0.01% of the 13F portfolio, value $2,080,150.

    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 34,979 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,912,302.

    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).