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CAPTRUST FINANCIAL ADVISORS: CGSM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 738,981 CGSM 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 738,981 shares
    Change vs previous 13F +26,446 shares

    0.03% of the 13F portfolio, value $19,498,014.

    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 712,535 shares
    Change vs previous 13F -148,310 shares

    0.03% of the 13F portfolio, value $18,725,381.

    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 860,845 shares
    Change vs previous 13F +57,547 shares

    0.04% of the 13F portfolio, value $22,674,645.

    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 803,298 shares
    Change vs previous 13F +74,563 shares

    0.04% of the 13F portfolio, value $21,174,926.

    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 728,735 shares
    Change vs previous 13F +117,323 shares

    0.04% of the 13F portfolio, value $19,005,417.

    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 611,412 shares
    Change vs previous 13F +267,240 shares

    0.04% of the 13F portfolio, value $15,902,824.

    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 344,172 shares
    Change vs previous 13F +326,551 shares

    0.03% of the 13F portfolio, value $8,938,138.

    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 17,621 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $462,727.

    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).