Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: BBEU position timeline

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

CAPTRUST FINANCIAL ADVISORS held 7,185 BBEU 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 7,185 shares
    Change vs previous 13F +672 shares

    <0.01% of the 13F portfolio, value $558,777.

    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 6,513 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $471,606.

    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 6,513 shares
    Change vs previous 13F -4,528 shares

    <0.01% of the 13F portfolio, value $477,403.

    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 11,041 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $768,564.

    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 11,041 shares
    Change vs previous 13F +568 shares

    <0.01% of the 13F portfolio, value $744,826.

    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 10,473 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $647,546.

    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 10,473 shares
    Change vs previous 13F -349 shares

    <0.01% of the 13F portfolio, value $580,418.

    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 10,822 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $674,649.

    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).