Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: CGCB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,556,633 CGCB 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 1,556,633 shares
    Change vs previous 13F +69,354 shares

    0.06% of the 13F portfolio, value $40,752,662.

    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 1,487,279 shares
    Change vs previous 13F +738,407 shares

    0.07% of the 13F portfolio, value $39,055,944.

    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 748,872 shares
    Change vs previous 13F +44,842 shares

    0.04% of the 13F portfolio, value $19,860,079.

    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 704,030 shares
    Change vs previous 13F +45,369 shares

    0.04% of the 13F portfolio, value $18,713,123.

    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 658,661 shares
    Change vs previous 13F +287,530 shares

    0.04% of the 13F portfolio, value $17,322,792.

    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 371,131 shares
    Change vs previous 13F +182,752 shares

    0.02% of the 13F portfolio, value $9,753,324.

    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 188,379 shares
    Change vs previous 13F +55,266 shares

    0.01% of the 13F portfolio, value $4,858,293.

    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 133,113 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,587,386.

    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).