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Disclosery

CAPTRUST FINANCIAL ADVISORS: BAR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 133,340 BAR 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 133,340 shares
    Change vs previous 13F -7,299 shares

    0.01% of the 13F portfolio, value $5,270,935.

    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 140,639 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $6,426,541.

    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 140,717 shares
    Change vs previous 13F -2,240 shares

    0.01% of the 13F portfolio, value $5,979,086.

    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 142,957 shares
    Change vs previous 13F -2,056 shares

    0.01% of the 13F portfolio, value $5,440,927.

    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 145,013 shares
    Change vs previous 13F -9,048 shares

    0.01% of the 13F portfolio, value $4,733,212.

    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 154,061 shares
    Change vs previous 13F +16,795 shares

    0.01% of the 13F portfolio, value $4,751,230.

    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 137,266 shares
    Change vs previous 13F +8,919 shares

    0.01% of the 13F portfolio, value $3,553,807.

    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 128,347 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,333,162.

    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).