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Disclosery

CAPTRUST FINANCIAL ADVISORS: CF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 12,722 CF 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 12,722 shares
    Change vs previous 13F +1,155 shares

    <0.01% of the 13F portfolio, value $1,377,299.

    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 11,567 shares
    Change vs previous 13F -98 shares

    <0.01% of the 13F portfolio, value $1,501,896.

    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 11,665 shares
    Change vs previous 13F -128 shares

    <0.01% of the 13F portfolio, value $902,135.

    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 11,793 shares
    Change vs previous 13F -4,384 shares

    <0.01% of the 13F portfolio, value $1,057,807.

    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 16,177 shares
    Change vs previous 13F +2,748 shares

    <0.01% of the 13F portfolio, value $1,488,265.

    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 13,429 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $1,049,502.

    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 13,442 shares
    Change vs previous 13F +3,801 shares

    <0.01% of the 13F portfolio, value $1,146,911.

    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 9,641 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $827,241.

    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).