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CAPTRUST FINANCIAL ADVISORS: BKR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 197,455 BKR 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 197,455 shares
    Change vs previous 13F +163,127 shares

    0.02% of the 13F portfolio, value $10,958,745.

    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 34,328 shares
    Change vs previous 13F +2,523 shares

    <0.01% of the 13F portfolio, value $2,095,723.

    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 31,805 shares
    Change vs previous 13F +3,356 shares

    <0.01% of the 13F portfolio, value $1,448,395.

    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 28,449 shares
    Change vs previous 13F -5,854 shares

    <0.01% of the 13F portfolio, value $1,386,020.

    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 34,303 shares
    Change vs previous 13F -9,772 shares

    <0.01% of the 13F portfolio, value $1,315,174.

    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 44,075 shares
    Change vs previous 13F +2,921 shares

    <0.01% of the 13F portfolio, value $1,937,076.

    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 41,154 shares
    Change vs previous 13F +6,629 shares

    <0.01% of the 13F portfolio, value $1,688,138.

    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 34,525 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,248,084.

    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).