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CAPTRUST FINANCIAL ADVISORS: CFFN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 91,687 CFFN 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 91,687 shares
    Change vs previous 13F +1,255 shares

    <0.01% of the 13F portfolio, value $780,260.

    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 90,432 shares
    Change vs previous 13F +6,583 shares

    <0.01% of the 13F portfolio, value $644,759.

    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 83,849 shares
    Change vs previous 13F +6,660 shares

    <0.01% of the 13F portfolio, value $571,012.

    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 77,189 shares
    Change vs previous 13F +13,215 shares

    <0.01% of the 13F portfolio, value $490,147.

    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 63,974 shares
    Change vs previous 13F +7,222 shares

    <0.01% of the 13F portfolio, value $390,243.

    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 56,752 shares
    Change vs previous 13F +1,057 shares

    <0.01% of the 13F portfolio, value $317,810.

    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 55,695 shares
    Change vs previous 13F +1,798 shares

    <0.01% of the 13F portfolio, value $329,160.

    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 53,897 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,759.

    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).