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CAPTRUST FINANCIAL ADVISORS: CBSH position timeline

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

CAPTRUST FINANCIAL ADVISORS held 94,452 CBSH 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 94,452 shares
    Change vs previous 13F +43,501 shares

    0.01% of the 13F portfolio, value $5,454,603.

    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 50,951 shares
    Change vs previous 13F +19,169 shares

    <0.01% of the 13F portfolio, value $2,506,800.

    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 31,782 shares
    Change vs previous 13F +258 shares

    <0.01% of the 13F portfolio, value $1,663,469.

    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 31,524 shares
    Change vs previous 13F +747 shares

    <0.01% of the 13F portfolio, value $1,883,881.

    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 30,777 shares
    Change vs previous 13F -193 shares

    <0.01% of the 13F portfolio, value $1,913,422.

    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 30,970 shares
    Change vs previous 13F +3,076 shares

    <0.01% of the 13F portfolio, value $1,927,289.

    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 27,894 shares
    Change vs previous 13F +6,675 shares

    <0.01% of the 13F portfolio, value $1,738,071.

    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 21,219 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,260,384.

    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).