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CAPTRUST FINANCIAL ADVISORS: AM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 213,920 AM 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 213,920 shares
    Change vs previous 13F +179,427 shares

    0.01% of the 13F portfolio, value $4,866,687.

    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 34,493 shares
    Change vs previous 13F +6,634 shares

    <0.01% of the 13F portfolio, value $786,547.

    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 27,859 shares
    Change vs previous 13F +919 shares

    <0.01% of the 13F portfolio, value $495,606.

    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 26,940 shares
    Change vs previous 13F -1,774 shares

    <0.01% of the 13F portfolio, value $523,710.

    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 28,714 shares
    Change vs previous 13F -3,157 shares

    <0.01% of the 13F portfolio, value $544,134.

    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 31,871 shares
    Change vs previous 13F +1,756 shares

    <0.01% of the 13F portfolio, value $573,672.

    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 30,115 shares
    Change vs previous 13F -2,711 shares

    <0.01% of the 13F portfolio, value $454,441.

    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 32,826 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $494,038.

    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).