Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: CGUS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,769,882 CGUS 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 1,769,882 shares
    Change vs previous 13F -20,956 shares

    0.12% of the 13F portfolio, value $78,724,350.

    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 1,790,838 shares
    Change vs previous 13F +21,985 shares

    0.12% of the 13F portfolio, value $68,795,951.

    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 1,768,853 shares
    Change vs previous 13F -34,458 shares

    0.14% of the 13F portfolio, value $71,160,956.

    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 1,803,311 shares
    Change vs previous 13F -25,173 shares

    0.15% of the 13F portfolio, value $71,302,901.

    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 1,828,484 shares
    Change vs previous 13F +118,009 shares

    0.15% of the 13F portfolio, value $67,525,912.

    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 1,710,475 shares
    Change vs previous 13F +111,213 shares

    0.14% of the 13F portfolio, value $57,129,860.

    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 1,599,262 shares
    Change vs previous 13F +66,277 shares

    0.16% of the 13F portfolio, value $55,926,182.

    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 1,532,985 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $52,550,731.

    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).