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CAPTRUST FINANCIAL ADVISORS: C position timeline

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

CAPTRUST FINANCIAL ADVISORS held 915,968 C 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 915,968 shares
    Change vs previous 13F +20,429 shares

    0.2% of the 13F portfolio, value $128,198,889.

    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 895,539 shares
    Change vs previous 13F -180,429 shares

    0.18% of the 13F portfolio, value $101,534,538.

    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 1,075,968 shares
    Change vs previous 13F +20,926 shares

    0.24% of the 13F portfolio, value $125,554,741.

    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 1,055,042 shares
    Change vs previous 13F +6,822 shares

    0.22% of the 13F portfolio, value $107,086,758.

    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 1,048,220 shares
    Change vs previous 13F +39,436 shares

    0.2% of the 13F portfolio, value $89,224,501.

    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 1,008,784 shares
    Change vs previous 13F +6,765 shares

    0.18% of the 13F portfolio, value $71,613,573.

    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 1,002,019 shares
    Change vs previous 13F +66,848 shares

    0.2% of the 13F portfolio, value $70,532,083.

    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 935,171 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $58,541,732.

    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).