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CAPTRUST FINANCIAL ADVISORS: CB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 90,743 CB 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 90,743 shares
    Change vs previous 13F -1,017 shares

    0.05% of the 13F portfolio, value $30,919,904.

    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 91,760 shares
    Change vs previous 13F +7,160 shares

    0.05% of the 13F portfolio, value $29,907,350.

    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 84,600 shares
    Change vs previous 13F +10,907 shares

    0.05% of the 13F portfolio, value $26,405,358.

    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 73,693 shares
    Change vs previous 13F +6,005 shares

    0.04% of the 13F portfolio, value $20,799,760.

    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 67,688 shares
    Change vs previous 13F +4,713 shares

    0.04% of the 13F portfolio, value $19,610,555.

    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 62,975 shares
    Change vs previous 13F +3,864 shares

    0.05% of the 13F portfolio, value $19,017,918.

    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 59,111 shares
    Change vs previous 13F +3,230 shares

    0.05% of the 13F portfolio, value $16,332,491.

    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 55,881 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,115,557.

    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).