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CAPTRUST FINANCIAL ADVISORS: AMTX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 73,010 AMTX 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 73,010 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $119,736.

    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 73,010 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $232,902.

    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 73,024 shares
    Change vs previous 13F -64 shares

    <0.01% of the 13F portfolio, value $101,503.

    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 73,088 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $164,448.

    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 73,157 shares
    Change vs previous 13F -798 shares

    <0.01% of the 13F portfolio, value $181,429.

    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 73,955 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $128,682.

    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 73,880 shares
    Change vs previous 13F -47,276 shares

    <0.01% of the 13F portfolio, value $198,737.

    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 121,156 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,659.

    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).