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CAPTRUST FINANCIAL ADVISORS: AYI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 84,951 AYI 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 84,951 shares
    Change vs previous 13F -2,343 shares

    0.05% of the 13F portfolio, value $31,997,735.

    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 87,294 shares
    Change vs previous 13F -21,589 shares

    0.04% of the 13F portfolio, value $24,459,166.

    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 108,883 shares
    Change vs previous 13F +5,056 shares

    0.07% of the 13F portfolio, value $39,202,287.

    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 103,827 shares
    Change vs previous 13F +11,661 shares

    0.07% of the 13F portfolio, value $35,756,873.

    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 92,166 shares
    Change vs previous 13F -87,648 shares

    0.06% of the 13F portfolio, value $27,496,758.

    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 179,814 shares
    Change vs previous 13F +15,087 shares

    0.12% of the 13F portfolio, value $47,353,888.

    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 164,727 shares
    Change vs previous 13F -104,316 shares

    0.14% of the 13F portfolio, value $48,121,655.

    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 269,043 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $74,091,774.

    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).