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CAPTRUST FINANCIAL ADVISORS: BRZE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 26,223 BRZE 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 26,223 shares
    Change vs previous 13F +2,490 shares

    <0.01% of the 13F portfolio, value $568,777.

    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 23,733 shares
    Change vs previous 13F +7,439 shares

    <0.01% of the 13F portfolio, value $560,330.

    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 16,294 shares
    Change vs previous 13F +3,428 shares

    <0.01% of the 13F portfolio, value $558,721.

    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 12,866 shares
    Change vs previous 13F +1,161 shares

    <0.01% of the 13F portfolio, value $365,909.

    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 11,705 shares
    Change vs previous 13F +4,336 shares

    <0.01% of the 13F portfolio, value $328,910.

    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 7,369 shares
    Change vs previous 13F +930 shares

    <0.01% of the 13F portfolio, value $265,874.

    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 6,439 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $269,665.

    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).