Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: AR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 123,344 AR 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 123,344 shares
    Change vs previous 13F +29,230 shares

    0.01% of the 13F portfolio, value $4,334,298.

    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 94,114 shares
    Change vs previous 13F +19,407 shares

    0.01% of the 13F portfolio, value $3,995,075.

    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 74,707 shares
    Change vs previous 13F +11,288 shares

    <0.01% of the 13F portfolio, value $2,574,408.

    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 63,419 shares
    Change vs previous 13F +19,243 shares

    <0.01% of the 13F portfolio, value $2,128,343.

    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 44,176 shares
    Change vs previous 13F +12,220 shares

    <0.01% of the 13F portfolio, value $1,779,393.

    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 31,956 shares
    Change vs previous 13F +10,948 shares

    <0.01% of the 13F portfolio, value $1,292,284.

    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 21,008 shares
    Change vs previous 13F +681 shares

    <0.01% of the 13F portfolio, value $736,315.

    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 20,327 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $582,374.

    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).