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CAPTRUST FINANCIAL ADVISORS: BAX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 54,636 BAX 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 54,636 shares
    Change vs previous 13F +8,763 shares

    <0.01% of the 13F portfolio, value $1,164,848.

    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 45,873 shares
    Change vs previous 13F -3,162 shares

    <0.01% of the 13F portfolio, value $770,659.

    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 49,035 shares
    Change vs previous 13F +2,496 shares

    <0.01% of the 13F portfolio, value $937,053.

    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 46,539 shares
    Change vs previous 13F -7,394 shares

    <0.01% of the 13F portfolio, value $1,059,697.

    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 53,933 shares
    Change vs previous 13F +2,813 shares

    <0.01% of the 13F portfolio, value $1,633,094.

    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 51,120 shares
    Change vs previous 13F +3,808 shares

    <0.01% of the 13F portfolio, value $1,749,823.

    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 47,312 shares
    Change vs previous 13F -2,612 shares

    <0.01% of the 13F portfolio, value $1,379,629.

    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 49,924 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,895,609.

    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).