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CAPTRUST FINANCIAL ADVISORS: CGCP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 2,028,738 CGCP 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 2,028,738 shares
    Change vs previous 13F +71,863 shares

    0.07% of the 13F portfolio, value $45,220,578.

    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 1,956,875 shares
    Change vs previous 13F +300,950 shares

    0.08% of the 13F portfolio, value $43,716,581.

    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 1,655,925 shares
    Change vs previous 13F +8,101 shares

    0.07% of the 13F portfolio, value $37,490,134.

    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 1,647,824 shares
    Change vs previous 13F +106,870 shares

    0.08% of the 13F portfolio, value $37,438,559.

    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 1,540,954 shares
    Change vs previous 13F +129,706 shares

    0.08% of the 13F portfolio, value $34,671,455.

    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 1,411,248 shares
    Change vs previous 13F +260,592 shares

    0.08% of the 13F portfolio, value $31,682,521.

    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 1,150,656 shares
    Change vs previous 13F +320,394 shares

    0.07% of the 13F portfolio, value $25,544,554.

    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 830,262 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,195,658.

    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).