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CAPTRUST FINANCIAL ADVISORS: CGMM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,131,525 CGMM 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 1,131,525 shares
    Change vs previous 13F +18,926 shares

    0.06% of the 13F portfolio, value $37,306,391.

    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 1,112,599 shares
    Change vs previous 13F +77,096 shares

    0.06% of the 13F portfolio, value $32,664,260.

    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 1,035,503 shares
    Change vs previous 13F +38,007 shares

    0.06% of the 13F portfolio, value $29,863,905.

    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 997,496 shares
    Change vs previous 13F +74,056 shares

    0.06% of the 13F portfolio, value $28,318,919.

    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 923,440 shares
    Change vs previous 13F +891,748 shares

    0.06% of the 13F portfolio, value $24,822,067.

    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 31,692 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $757,122.

    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).