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CAPTRUST FINANCIAL ADVISORS: BSV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 7,215,410 BSV 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 7,215,410 shares
    Change vs previous 13F +780,198 shares

    0.86% of the 13F portfolio, value $562,152,722.

    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 6,435,212 shares
    Change vs previous 13F +145,520 shares

    0.88% of the 13F portfolio, value $504,583,181.

    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 6,289,692 shares
    Change vs previous 13F +386,860 shares

    0.94% of the 13F portfolio, value $495,690,655.

    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 5,902,832 shares
    Change vs previous 13F +519,387 shares

    0.95% of the 13F portfolio, value $465,792,493.

    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 5,383,445 shares
    Change vs previous 13F +348,333 shares

    0.95% of the 13F portfolio, value $423,676,983.

    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 5,035,112 shares
    Change vs previous 13F +1,181,318 shares

    0.99% of the 13F portfolio, value $394,148,483.

    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 3,853,794 shares
    Change vs previous 13F +364,096 shares

    0.85% of the 13F portfolio, value $297,782,795.

    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 3,489,698 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $274,604,356.

    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).