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CAPTRUST FINANCIAL ADVISORS: BBSI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 42,852 BBSI 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 42,852 shares
    Change vs previous 13F +6,716 shares

    <0.01% of the 13F portfolio, value $1,522,116.

    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 36,136 shares
    Change vs previous 13F -572 shares

    <0.01% of the 13F portfolio, value $1,054,443.

    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 36,708 shares
    Change vs previous 13F -167 shares

    <0.01% of the 13F portfolio, value $1,329,210.

    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 36,875 shares
    Change vs previous 13F -8,641 shares

    <0.01% of the 13F portfolio, value $1,634,300.

    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 45,516 shares
    Change vs previous 13F +58 shares

    <0.01% of the 13F portfolio, value $1,897,562.

    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 45,458 shares
    Change vs previous 13F -2,601 shares

    <0.01% of the 13F portfolio, value $1,870,597.

    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 48,059 shares
    Change vs previous 13F -1,395 shares

    0.01% of the 13F portfolio, value $2,087,683.

    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 49,454 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,855,020.

    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).