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CAPTRUST FINANCIAL ADVISORS: AVUS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 14,312 AVUS 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 14,312 shares
    Change vs previous 13F +1,545 shares

    <0.01% of the 13F portfolio, value $1,833,053.

    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 12,767 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $1,419,411.

    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 12,856 shares
    Change vs previous 13F -392 shares

    <0.01% of the 13F portfolio, value $1,437,044.

    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 13,248 shares
    Change vs previous 13F +935 shares

    <0.01% of the 13F portfolio, value $1,440,058.

    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 12,313 shares
    Change vs previous 13F -209 shares

    <0.01% of the 13F portfolio, value $1,241,397.

    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 12,522 shares
    Change vs previous 13F -2,163 shares

    <0.01% of the 13F portfolio, value $1,156,798.

    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 14,685 shares
    Change vs previous 13F -1,168 shares

    <0.01% of the 13F portfolio, value $1,423,417.

    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 15,853 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,508,413.

    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).