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CAPTRUST FINANCIAL ADVISORS: BLK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 39,779 BLK 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 39,779 shares
    Change vs previous 13F +19,730 shares

    0.06% of the 13F portfolio, value $38,249,975.

    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 20,049 shares
    Change vs previous 13F +2,179 shares

    0.03% of the 13F portfolio, value $19,279,040.

    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 17,870 shares
    Change vs previous 13F +206 shares

    0.04% of the 13F portfolio, value $19,127,332.

    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 17,664 shares
    Change vs previous 13F +479 shares

    0.04% of the 13F portfolio, value $20,594,425.

    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 17,185 shares
    Change vs previous 13F -460 shares

    0.04% of the 13F portfolio, value $18,030,870.

    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 17,645 shares
    Change vs previous 13F +9,608 shares

    0.04% of the 13F portfolio, value $16,700,612.

    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 8,037 shares
    Change vs previous 13F +1,397 shares

    0.02% of the 13F portfolio, value $8,238,559.

    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 6,640 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,304,655.

    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).