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CAPTRUST FINANCIAL ADVISORS: BF-B position timeline

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

CAPTRUST FINANCIAL ADVISORS held 15,206 BF-B 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 15,206 shares
    Change vs previous 13F +1,834 shares

    <0.01% of the 13F portfolio, value $405,232.

    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 13,372 shares
    Change vs previous 13F -4,482 shares

    <0.01% of the 13F portfolio, value $353,546.

    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 17,854 shares
    Change vs previous 13F -1,211 shares

    <0.01% of the 13F portfolio, value $465,276.

    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 19,065 shares
    Change vs previous 13F -1,041 shares

    <0.01% of the 13F portfolio, value $516,285.

    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 20,106 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $541,052.

    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 20,058 shares
    Change vs previous 13F +1,267 shares

    <0.01% of the 13F portfolio, value $680,764.

    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 18,791 shares
    Change vs previous 13F -3,505 shares

    <0.01% of the 13F portfolio, value $713,670.

    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 22,296 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,096,942.

    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).