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CAPTRUST FINANCIAL ADVISORS: BUFF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 21,493 BUFF 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 21,493 shares
    Change vs previous 13F +908 shares

    <0.01% of the 13F portfolio, value $1,132,251.

    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 20,585 shares
    Change vs previous 13F +1,252 shares

    <0.01% of the 13F portfolio, value $1,017,105.

    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 19,333 shares
    Change vs previous 13F +995 shares

    <0.01% of the 13F portfolio, value $963,943.

    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 18,338 shares
    Change vs previous 13F +212 shares

    <0.01% of the 13F portfolio, value $895,912.

    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 18,126 shares
    Change vs previous 13F +2,615 shares

    <0.01% of the 13F portfolio, value $851,922.

    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 15,511 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $683,880.

    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 15,500 shares
    Change vs previous 13F +1,113 shares

    <0.01% of the 13F portfolio, value $696,105.

    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 14,387 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $634,754.

    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).