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CAPTRUST FINANCIAL ADVISORS: BOTZ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 20,809 BOTZ 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 20,809 shares
    Change vs previous 13F +247 shares

    <0.01% of the 13F portfolio, value $789,481.

    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 20,562 shares
    Change vs previous 13F -5,054 shares

    <0.01% of the 13F portfolio, value $683,081.

    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 25,616 shares
    Change vs previous 13F -295 shares

    <0.01% of the 13F portfolio, value $928,059.

    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 25,911 shares
    Change vs previous 13F -471 shares

    <0.01% of the 13F portfolio, value $918,018.

    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 26,382 shares
    Change vs previous 13F -1,004 shares

    <0.01% of the 13F portfolio, value $861,356.

    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 27,386 shares
    Change vs previous 13F -4,744 shares

    <0.01% of the 13F portfolio, value $779,391.

    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 32,130 shares
    Change vs previous 13F -3,849 shares

    <0.01% of the 13F portfolio, value $1,026,548.

    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 35,979 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,156,709.

    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).