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CAPTRUST FINANCIAL ADVISORS: CCAP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 85,398 CCAP 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 85,398 shares
    Change vs previous 13F -924 shares

    <0.01% of the 13F portfolio, value $932,542.

    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 86,322 shares
    Change vs previous 13F -4,706 shares

    <0.01% of the 13F portfolio, value $1,048,808.

    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 91,028 shares
    Change vs previous 13F +41,022 shares

    <0.01% of the 13F portfolio, value $1,278,949.

    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 50,006 shares
    Change vs previous 13F -2,680 shares

    <0.01% of the 13F portfolio, value $713,080.

    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 52,686 shares
    Change vs previous 13F +15,295 shares

    <0.01% of the 13F portfolio, value $742,873.

    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 37,391 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $640,134.

    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 37,391 shares
    Change vs previous 13F -2,869 shares

    <0.01% of the 13F portfolio, value $718,655.

    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 40,260 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $744,810.

    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).