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CAPTRUST FINANCIAL ADVISORS: AVT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 13,209 AVT 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 13,209 shares
    Change vs previous 13F +1,145 shares

    <0.01% of the 13F portfolio, value $1,173,240.

    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 12,064 shares
    Change vs previous 13F +1,552 shares

    <0.01% of the 13F portfolio, value $743,405.

    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 10,512 shares
    Change vs previous 13F -184 shares

    <0.01% of the 13F portfolio, value $505,424.

    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 10,696 shares
    Change vs previous 13F +1,285 shares

    <0.01% of the 13F portfolio, value $559,187.

    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 9,411 shares
    Change vs previous 13F -651 shares

    <0.01% of the 13F portfolio, value $499,536.

    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 10,062 shares
    Change vs previous 13F -1,259 shares

    <0.01% of the 13F portfolio, value $483,882.

    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 11,321 shares
    Change vs previous 13F -1,396 shares

    <0.01% of the 13F portfolio, value $592,315.

    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 12,717 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $690,660.

    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).