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CAPTRUST FINANCIAL ADVISORS: AN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 10,650 AN 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 10,650 shares
    Change vs previous 13F +3,882 shares

    <0.01% of the 13F portfolio, value $1,978,664.

    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 6,768 shares
    Change vs previous 13F -1,997 shares

    <0.01% of the 13F portfolio, value $1,321,553.

    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 8,765 shares
    Change vs previous 13F +1,068 shares

    <0.01% of the 13F portfolio, value $1,809,797.

    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 7,697 shares
    Change vs previous 13F +488 shares

    <0.01% of the 13F portfolio, value $1,683,973.

    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 7,209 shares
    Change vs previous 13F +1,516 shares

    <0.01% of the 13F portfolio, value $1,432,068.

    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 5,693 shares
    Change vs previous 13F +3,865 shares

    <0.01% of the 13F portfolio, value $921,811.

    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 1,828 shares
    Change vs previous 13F -273 shares

    <0.01% of the 13F portfolio, value $310,468.

    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 2,101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $375,911.

    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).