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CAPTRUST FINANCIAL ADVISORS: APAM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 135,789 APAM 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 135,789 shares
    Change vs previous 13F -1,457 shares

    0.01% of the 13F portfolio, value $4,688,794.

    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 137,246 shares
    Change vs previous 13F +113,045 shares

    0.01% of the 13F portfolio, value $4,994,369.

    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 24,201 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $985,949.

    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 24,173 shares
    Change vs previous 13F -3,007 shares

    <0.01% of the 13F portfolio, value $1,049,108.

    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 27,180 shares
    Change vs previous 13F -36 shares

    <0.01% of the 13F portfolio, value $1,204,889.

    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 27,216 shares
    Change vs previous 13F +58 shares

    <0.01% of the 13F portfolio, value $1,064,146.

    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 27,158 shares
    Change vs previous 13F -53 shares

    <0.01% of the 13F portfolio, value $1,169,152.

    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 27,211 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,178,781.

    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).