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CAPTRUST FINANCIAL ADVISORS: CGGR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,316,937 CGGR 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 1,316,937 shares
    Change vs previous 13F +5,077 shares

    0.1% of the 13F portfolio, value $62,159,438.

    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 1,311,860 shares
    Change vs previous 13F +121,765 shares

    0.09% of the 13F portfolio, value $52,723,634.

    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 1,190,095 shares
    Change vs previous 13F +5,872 shares

    0.1% of the 13F portfolio, value $52,923,539.

    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 1,184,223 shares
    Change vs previous 13F -25,496 shares

    0.11% of the 13F portfolio, value $52,011,053.

    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 1,209,719 shares
    Change vs previous 13F +173,549 shares

    0.11% of the 13F portfolio, value $49,175,080.

    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 1,036,170 shares
    Change vs previous 13F +138,168 shares

    0.09% of the 13F portfolio, value $35,488,827.

    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 898,002 shares
    Change vs previous 13F +46,934 shares

    0.1% of the 13F portfolio, value $33,378,726.

    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 851,068 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $29,608,659.

    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).