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Disclosery

CAPTRUST FINANCIAL ADVISORS: BCE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 12,584 BCE 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 12,584 shares
    Change vs previous 13F +1,255 shares

    <0.01% of the 13F portfolio, value $270,678.

    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 11,329 shares
    Change vs previous 13F +1,063 shares

    <0.01% of the 13F portfolio, value $285,940.

    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 10,266 shares
    Change vs previous 13F -840 shares

    <0.01% of the 13F portfolio, value $244,532.

    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 11,106 shares
    Change vs previous 13F +746 shares

    <0.01% of the 13F portfolio, value $259,769.

    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 10,360 shares
    Change vs previous 13F -261 shares

    <0.01% of the 13F portfolio, value $229,681.

    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 10,621 shares
    Change vs previous 13F +129 shares

    <0.01% of the 13F portfolio, value $243,858.

    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 10,492 shares
    Change vs previous 13F -17,808 shares

    <0.01% of the 13F portfolio, value $243,205.

    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 28,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $984,839.

    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).