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Disclosery

CAPTRUST FINANCIAL ADVISORS: BTC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 33,876 BTC 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 33,876 shares
    Change vs previous 13F -234 shares

    <0.01% of the 13F portfolio, value $879,077.

    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 34,110 shares
    Change vs previous 13F +8,858 shares

    <0.01% of the 13F portfolio, value $1,022,959.

    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 25,252 shares
    Change vs previous 13F -5,295 shares

    <0.01% of the 13F portfolio, value $978,010.

    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 30,547 shares
    Change vs previous 13F +4,703 shares

    <0.01% of the 13F portfolio, value $1,546,595.

    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 25,844 shares
    Change vs previous 13F +1,928 shares

    <0.01% of the 13F portfolio, value $1,234,051.

    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 23,916 shares
    Change vs previous 13F +4,300 shares

    <0.01% of the 13F portfolio, value $872,695.

    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 19,616 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $821,322.

    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).