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CAPTRUST FINANCIAL ADVISORS: CGHM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 162,473 CGHM 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 162,473 shares
    Change vs previous 13F +4,855 shares

    0.01% of the 13F portfolio, value $4,199,918.

    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 157,618 shares
    Change vs previous 13F +14,658 shares

    0.01% of the 13F portfolio, value $3,990,877.

    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 142,960 shares
    Change vs previous 13F +32,367 shares

    0.01% of the 13F portfolio, value $3,642,628.

    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 110,593 shares
    Change vs previous 13F +43,494 shares

    0.01% of the 13F portfolio, value $2,796,907.

    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 67,099 shares
    Change vs previous 13F -12,936 shares

    <0.01% of the 13F portfolio, value $1,652,978.

    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 80,035 shares
    Change vs previous 13F +38,080 shares

    0.01% of the 13F portfolio, value $2,005,754.

    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 41,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,060,622.

    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).