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CAPTRUST FINANCIAL ADVISORS: AOS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 16,067 AOS 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 16,067 shares
    Change vs previous 13F -6,924 shares

    <0.01% of the 13F portfolio, value $1,007,702.

    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 22,991 shares
    Change vs previous 13F -6,015 shares

    <0.01% of the 13F portfolio, value $1,515,555.

    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 29,006 shares
    Change vs previous 13F -116,462 shares

    <0.01% of the 13F portfolio, value $1,939,918.

    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 145,468 shares
    Change vs previous 13F -314,159 shares

    0.02% of the 13F portfolio, value $10,678,775.

    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 459,627 shares
    Change vs previous 13F -15,603 shares

    0.07% of the 13F portfolio, value $30,137,756.

    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 475,230 shares
    Change vs previous 13F +462,541 shares

    0.08% of the 13F portfolio, value $31,061,035.

    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 12,689 shares
    Change vs previous 13F +8,772 shares

    <0.01% of the 13F portfolio, value $865,517.

    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 3,917 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $351,864.

    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).