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CAPTRUST FINANCIAL ADVISORS: CCOR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 139,263 CCOR 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 139,263 shares
    Change vs previous 13F -4,596 shares

    0.01% of the 13F portfolio, value $3,527,420.

    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 143,859 shares
    Change vs previous 13F +4,667 shares

    0.01% of the 13F portfolio, value $3,750,521.

    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 139,192 shares
    Change vs previous 13F -16,760 shares

    0.01% of the 13F portfolio, value $3,653,749.

    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 155,952 shares
    Change vs previous 13F -28,639 shares

    0.01% of the 13F portfolio, value $4,074,904.

    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 184,591 shares
    Change vs previous 13F -16,897 shares

    0.01% of the 13F portfolio, value $4,958,068.

    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 201,488 shares
    Change vs previous 13F -2,980 shares

    0.01% of the 13F portfolio, value $5,388,652.

    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 204,468 shares
    Change vs previous 13F -8,814 shares

    0.01% of the 13F portfolio, value $5,239,617.

    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 213,282 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,835,951.

    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).