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CAPTRUST FINANCIAL ADVISORS: BDJ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 20,648 BDJ 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 20,648 shares
    Change vs previous 13F -14,228 shares

    <0.01% of the 13F portfolio, value $197,597.

    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 34,876 shares
    Change vs previous 13F +14,228 shares

    <0.01% of the 13F portfolio, value $300,635.

    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 20,648 shares
    Change vs previous 13F -6,125 shares

    <0.01% of the 13F portfolio, value $195,739.

    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 26,773 shares
    Change vs previous 13F -9,041 shares

    <0.01% of the 13F portfolio, value $243,898.

    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 35,814 shares
    Change vs previous 13F +424 shares

    <0.01% of the 13F portfolio, value $318,382.

    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 35,390 shares
    Change vs previous 13F +15,568 shares

    <0.01% of the 13F portfolio, value $304,357.

    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 19,822 shares
    Change vs previous 13F -9,423 shares

    <0.01% of the 13F portfolio, value $164,122.

    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 29,245 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,970.

    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).