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Disclosery

CAPTRUST FINANCIAL ADVISORS: BR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 285,243 BR 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 285,243 shares
    Change vs previous 13F -102,399 shares

    0.06% of the 13F portfolio, value $39,064,055.

    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 387,642 shares
    Change vs previous 13F -20,719 shares

    0.11% of the 13F portfolio, value $62,985,257.

    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 408,361 shares
    Change vs previous 13F +1,338 shares

    0.17% of the 13F portfolio, value $91,134,007.

    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 407,023 shares
    Change vs previous 13F +1,626 shares

    0.2% of the 13F portfolio, value $96,940,565.

    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 405,397 shares
    Change vs previous 13F -2,516 shares

    0.22% of the 13F portfolio, value $98,523,654.

    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 407,913 shares
    Change vs previous 13F +383,979 shares

    0.25% of the 13F portfolio, value $98,902,650.

    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 23,934 shares
    Change vs previous 13F -11,078 shares

    0.02% of the 13F portfolio, value $5,411,300.

    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 35,012 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,528,673.

    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).