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CAPTRUST FINANCIAL ADVISORS: BCS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 46,008 BCS 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 46,008 shares
    Change vs previous 13F -40,248 shares

    <0.01% of the 13F portfolio, value $1,235,781.

    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 86,256 shares
    Change vs previous 13F +50,949 shares

    <0.01% of the 13F portfolio, value $1,825,187.

    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 35,307 shares
    Change vs previous 13F -2,893 shares

    <0.01% of the 13F portfolio, value $898,557.

    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 38,200 shares
    Change vs previous 13F +990 shares

    <0.01% of the 13F portfolio, value $789,584.

    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 37,210 shares
    Change vs previous 13F +5,504 shares

    <0.01% of the 13F portfolio, value $691,726.

    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 31,706 shares
    Change vs previous 13F +19,666 shares

    <0.01% of the 13F portfolio, value $487,010.

    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 12,040 shares
    Change vs previous 13F -16,247 shares

    <0.01% of the 13F portfolio, value $160,009.

    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 28,287 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $343,684.

    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).