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CAPTRUST FINANCIAL ADVISORS: CALF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 57,858 CALF 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 57,858 shares
    Change vs previous 13F +198 shares

    <0.01% of the 13F portfolio, value $2,928,213.

    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 57,660 shares
    Change vs previous 13F -3,724 shares

    <0.01% of the 13F portfolio, value $2,587,217.

    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 61,384 shares
    Change vs previous 13F -6,401 shares

    0.01% of the 13F portfolio, value $2,723,588.

    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 67,785 shares
    Change vs previous 13F -961 shares

    0.01% of the 13F portfolio, value $2,967,631.

    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 68,746 shares
    Change vs previous 13F -7,171 shares

    0.01% of the 13F portfolio, value $2,737,120.

    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 75,917 shares
    Change vs previous 13F +4,071 shares

    0.01% of the 13F portfolio, value $2,846,882.

    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 71,846 shares
    Change vs previous 13F -25,868 shares

    0.01% of the 13F portfolio, value $3,161,944.

    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 97,714 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,545,670.

    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).