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CAPTRUST FINANCIAL ADVISORS: ARB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 31,742 ARB 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 31,742 shares
    Change vs previous 13F -2,820 shares

    <0.01% of the 13F portfolio, value $940,541.

    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 34,562 shares
    Change vs previous 13F -1,847 shares

    <0.01% of the 13F portfolio, value $1,013,358.

    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 36,409 shares
    Change vs previous 13F -2,323 shares

    <0.01% of the 13F portfolio, value $1,058,410.

    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 38,732 shares
    Change vs previous 13F -2,879 shares

    <0.01% of the 13F portfolio, value $1,122,841.

    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 41,611 shares
    Change vs previous 13F -2,471 shares

    <0.01% of the 13F portfolio, value $1,185,497.

    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 44,082 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $1,244,876.

    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 44,066 shares
    Change vs previous 13F +58 shares

    <0.01% of the 13F portfolio, value $1,213,137.

    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 44,008 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,219,902.

    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).