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CAPTRUST FINANCIAL ADVISORS: CFR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 17,353 CFR 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 17,353 shares
    Change vs previous 13F -9,801 shares

    <0.01% of the 13F portfolio, value $2,681,405.

    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 27,154 shares
    Change vs previous 13F +9,884 shares

    0.01% of the 13F portfolio, value $3,722,223.

    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 17,270 shares
    Change vs previous 13F +5,112 shares

    <0.01% of the 13F portfolio, value $2,186,842.

    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 12,158 shares
    Change vs previous 13F -8,342 shares

    <0.01% of the 13F portfolio, value $1,541,294.

    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 20,500 shares
    Change vs previous 13F +388 shares

    0.01% of the 13F portfolio, value $2,635,031.

    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 20,112 shares
    Change vs previous 13F +1,771 shares

    0.01% of the 13F portfolio, value $2,518,047.

    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 18,341 shares
    Change vs previous 13F +819 shares

    0.01% of the 13F portfolio, value $2,462,252.

    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 17,522 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,960,058.

    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).