Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: APD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 67,523 APD 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 67,523 shares
    Change vs previous 13F -6,547 shares

    0.03% of the 13F portfolio, value $19,796,381.

    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 74,070 shares
    Change vs previous 13F -96,885 shares

    0.04% of the 13F portfolio, value $21,516,658.

    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 170,955 shares
    Change vs previous 13F -9,070 shares

    0.08% of the 13F portfolio, value $42,229,424.

    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 180,025 shares
    Change vs previous 13F +1,395 shares

    0.1% of the 13F portfolio, value $49,096,305.

    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 178,630 shares
    Change vs previous 13F -2,922 shares

    0.11% of the 13F portfolio, value $50,384,483.

    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 181,552 shares
    Change vs previous 13F +149,265 shares

    0.13% of the 13F portfolio, value $53,543,199.

    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 32,287 shares
    Change vs previous 13F +831 shares

    0.03% of the 13F portfolio, value $9,364,532.

    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 31,456 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,365,594.

    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).