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CAPTRUST FINANCIAL ADVISORS: BSJR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 522,332 BSJR 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 522,332 shares
    Change vs previous 13F +30,788 shares

    0.02% of the 13F portfolio, value $11,671,822.

    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 491,544 shares
    Change vs previous 13F +35,367 shares

    0.02% of the 13F portfolio, value $10,993,382.

    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 456,177 shares
    Change vs previous 13F +9,792 shares

    0.02% of the 13F portfolio, value $10,316,260.

    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 446,385 shares
    Change vs previous 13F +100,504 shares

    0.02% of the 13F portfolio, value $10,150,795.

    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 345,881 shares
    Change vs previous 13F -117,581 shares

    0.02% of the 13F portfolio, value $7,853,228.

    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 463,462 shares
    Change vs previous 13F +8,931 shares

    0.03% of the 13F portfolio, value $10,383,773.

    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 454,531 shares
    Change vs previous 13F +194,391 shares

    0.03% of the 13F portfolio, value $10,181,494.

    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 260,140 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,905,178.

    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).