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CAPTRUST FINANCIAL ADVISORS: AOR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 30,949 AOR 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 30,949 shares
    Change vs previous 13F +1,991 shares

    <0.01% of the 13F portfolio, value $2,150,942.

    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 28,958 shares
    Change vs previous 13F -3,379 shares

    <0.01% of the 13F portfolio, value $1,863,465.

    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 32,337 shares
    Change vs previous 13F +4,777 shares

    <0.01% of the 13F portfolio, value $2,102,250.

    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 27,560 shares
    Change vs previous 13F -1,194 shares

    <0.01% of the 13F portfolio, value $1,774,331.

    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 28,754 shares
    Change vs previous 13F +2,276 shares

    <0.01% of the 13F portfolio, value $1,770,365.

    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 26,478 shares
    Change vs previous 13F +3,127 shares

    <0.01% of the 13F portfolio, value $1,524,345.

    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 23,351 shares
    Change vs previous 13F -1,522 shares

    <0.01% of the 13F portfolio, value $1,338,494.

    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 24,873 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,473,454.

    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).