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CAPTRUST FINANCIAL ADVISORS: BUFR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 96,561 BUFR 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 96,561 shares
    Change vs previous 13F +51,401 shares

    0.01% of the 13F portfolio, value $3,527,373.

    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 45,160 shares
    Change vs previous 13F +436 shares

    <0.01% of the 13F portfolio, value $1,525,053.

    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 44,724 shares
    Change vs previous 13F -3,506 shares

    <0.01% of the 13F portfolio, value $1,532,244.

    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 48,230 shares
    Change vs previous 13F +6,280 shares

    <0.01% of the 13F portfolio, value $1,611,847.

    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 41,950 shares
    Change vs previous 13F +3,899 shares

    <0.01% of the 13F portfolio, value $1,334,010.

    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 38,051 shares
    Change vs previous 13F -23,602 shares

    <0.01% of the 13F portfolio, value $1,129,734.

    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 61,653 shares
    Change vs previous 13F -3,520 shares

    0.01% of the 13F portfolio, value $1,878,567.

    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 65,173 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,948,021.

    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).