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CAPTRUST FINANCIAL ADVISORS: BWA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 76,335 BWA 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 76,335 shares
    Change vs previous 13F -1,719 shares

    0.01% of the 13F portfolio, value $5,068,666.

    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 78,054 shares
    Change vs previous 13F +1,626 shares

    0.01% of the 13F portfolio, value $4,234,940.

    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 76,428 shares
    Change vs previous 13F +445 shares

    0.01% of the 13F portfolio, value $3,443,855.

    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 75,983 shares
    Change vs previous 13F +26,690 shares

    0.01% of the 13F portfolio, value $3,340,204.

    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 49,293 shares
    Change vs previous 13F +12,479 shares

    <0.01% of the 13F portfolio, value $1,650,314.

    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 36,814 shares
    Change vs previous 13F -29,455 shares

    <0.01% of the 13F portfolio, value $1,054,732.

    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 66,269 shares
    Change vs previous 13F -25,937 shares

    0.01% of the 13F portfolio, value $2,106,703.

    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 92,206 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,346,142.

    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).