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CAPTRUST FINANCIAL ADVISORS: BOND position timeline

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

CAPTRUST FINANCIAL ADVISORS held 471,968 BOND 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 471,968 shares
    Change vs previous 13F -68,815 shares

    0.07% of the 13F portfolio, value $43,520,159.

    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 540,783 shares
    Change vs previous 13F +310,507 shares

    0.09% of the 13F portfolio, value $49,902,897.

    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 230,276 shares
    Change vs previous 13F -21,575 shares

    0.04% of the 13F portfolio, value $21,434,066.

    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 251,851 shares
    Change vs previous 13F +6,997 shares

    0.05% of the 13F portfolio, value $23,510,290.

    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 244,854 shares
    Change vs previous 13F +112,319 shares

    0.05% of the 13F portfolio, value $22,570,647.

    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 132,535 shares
    Change vs previous 13F -9,588 shares

    0.03% of the 13F portfolio, value $12,255,555.

    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 142,123 shares
    Change vs previous 13F +12,523 shares

    0.04% of the 13F portfolio, value $12,850,753.

    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 129,600 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,261,450.

    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).