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CAPTRUST FINANCIAL ADVISORS: ASH position timeline

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

CAPTRUST FINANCIAL ADVISORS held 26,518 ASH 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 26,518 shares
    Change vs previous 13F -734 shares

    <0.01% of the 13F portfolio, value $1,747,261.

    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 27,252 shares
    Change vs previous 13F -139 shares

    <0.01% of the 13F portfolio, value $1,515,308.

    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 27,391 shares
    Change vs previous 13F -3,159 shares

    <0.01% of the 13F portfolio, value $1,607,015.

    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 30,550 shares
    Change vs previous 13F -1,290 shares

    <0.01% of the 13F portfolio, value $1,463,659.

    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 31,840 shares
    Change vs previous 13F +18,768 shares

    <0.01% of the 13F portfolio, value $1,600,907.

    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 13,072 shares
    Change vs previous 13F +2,960 shares

    <0.01% of the 13F portfolio, value $775,014.

    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 10,112 shares
    Change vs previous 13F +741 shares

    <0.01% of the 13F portfolio, value $722,573.

    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 9,371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $814,959.

    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).