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CAPTRUST FINANCIAL ADVISORS: BTAL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 189,200 BTAL 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 189,200 shares
    Change vs previous 13F -7,582 shares

    <0.01% of the 13F portfolio, value $2,109,580.

    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 196,782 shares
    Change vs previous 13F +34,465 shares

    <0.01% of the 13F portfolio, value $2,747,077.

    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 162,317 shares
    Change vs previous 13F -19,390 shares

    <0.01% of the 13F portfolio, value $2,335,742.

    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 181,707 shares
    Change vs previous 13F -18,436 shares

    0.01% of the 13F portfolio, value $2,892,775.

    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 200,143 shares
    Change vs previous 13F -15,697 shares

    0.01% of the 13F portfolio, value $3,542,531.

    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 215,840 shares
    Change vs previous 13F +8,066 shares

    0.01% of the 13F portfolio, value $4,498,106.

    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 207,774 shares
    Change vs previous 13F -9,208 shares

    0.01% of the 13F portfolio, value $3,839,664.

    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 216,982 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,252,847.

    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).