Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: BE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 77,358 BE 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 77,358 shares
    Change vs previous 13F -11,018 shares

    0.04% of the 13F portfolio, value $23,416,354.

    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 88,376 shares
    Change vs previous 13F +236 shares

    0.02% of the 13F portfolio, value $11,974,038.

    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 88,140 shares
    Change vs previous 13F -6,544 shares

    0.01% of the 13F portfolio, value $7,658,467.

    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 94,684 shares
    Change vs previous 13F -18,702 shares

    0.02% of the 13F portfolio, value $8,007,426.

    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 113,386 shares
    Change vs previous 13F -267 shares

    0.01% of the 13F portfolio, value $2,712,193.

    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 113,653 shares
    Change vs previous 13F -12,553 shares

    0.01% of the 13F portfolio, value $2,234,418.

    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 126,206 shares
    Change vs previous 13F -43,807 shares

    0.01% of the 13F portfolio, value $2,803,035.

    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 170,013 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,795,337.

    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).