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CAPTRUST FINANCIAL ADVISORS: CGBL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 143,378 CGBL 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 143,378 shares
    Change vs previous 13F +5,295 shares

    0.01% of the 13F portfolio, value $5,442,628.

    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 138,083 shares
    Change vs previous 13F +8,354 shares

    0.01% of the 13F portfolio, value $4,751,446.

    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 129,729 shares
    Change vs previous 13F +20,295 shares

    0.01% of the 13F portfolio, value $4,583,310.

    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 109,434 shares
    Change vs previous 13F +27,638 shares

    0.01% of the 13F portfolio, value $3,799,566.

    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 81,796 shares
    Change vs previous 13F +13,815 shares

    0.01% of the 13F portfolio, value $2,735,243.

    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 67,981 shares
    Change vs previous 13F +13,045 shares

    0.01% of the 13F portfolio, value $2,106,051.

    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 54,936 shares
    Change vs previous 13F +14,381 shares

    <0.01% of the 13F portfolio, value $1,717,849.

    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 40,555 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,259,246.

    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).