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CAPTRUST FINANCIAL ADVISORS: BILZ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 472,404 BILZ 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 472,404 shares
    Change vs previous 13F -53,855 shares

    0.07% of the 13F portfolio, value $47,679,775.

    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 526,259 shares
    Change vs previous 13F -189,163 shares

    0.09% of the 13F portfolio, value $53,136,328.

    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 715,422 shares
    Change vs previous 13F +78,314 shares

    0.14% of the 13F portfolio, value $72,089,448.

    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 637,108 shares
    Change vs previous 13F +198,265 shares

    0.13% of the 13F portfolio, value $64,468,922.

    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 438,843 shares
    Change vs previous 13F +177,153 shares

    0.1% of the 13F portfolio, value $44,410,943.

    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 261,690 shares
    Change vs previous 13F +170,237 shares

    0.07% of the 13F portfolio, value $26,483,028.

    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 91,453 shares
    Change vs previous 13F +80,790 shares

    0.03% of the 13F portfolio, value $9,220,291.

    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 10,663 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,079,309.

    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).