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CAPTRUST FINANCIAL ADVISORS: CGMS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 81,047 CGMS 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 81,047 shares
    Change vs previous 13F -3,392 shares

    <0.01% of the 13F portfolio, value $2,215,019.

    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 84,439 shares
    Change vs previous 13F +5,631 shares

    <0.01% of the 13F portfolio, value $2,299,287.

    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 78,808 shares
    Change vs previous 13F +18,590 shares

    <0.01% of the 13F portfolio, value $2,176,664.

    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 60,218 shares
    Change vs previous 13F +7,851 shares

    <0.01% of the 13F portfolio, value $1,671,048.

    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 52,367 shares
    Change vs previous 13F +268 shares

    <0.01% of the 13F portfolio, value $1,446,379.

    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 52,099 shares
    Change vs previous 13F +8,431 shares

    <0.01% of the 13F portfolio, value $1,422,306.

    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 43,668 shares
    Change vs previous 13F +5,826 shares

    <0.01% of the 13F portfolio, value $1,191,276.

    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 37,842 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,053,533.

    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).