Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: BSTZ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 12,633 BSTZ 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 12,633 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $379,372.

    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 12,633 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $279,823.

    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 12,633 shares
    Change vs previous 13F -1,611 shares

    <0.01% of the 13F portfolio, value $285,634.

    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 14,244 shares
    Change vs previous 13F +464 shares

    <0.01% of the 13F portfolio, value $315,649.

    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 13,780 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $285,940.

    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).