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CAPTRUST FINANCIAL ADVISORS: CHRW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 35,427 CHRW 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 35,427 shares
    Change vs previous 13F -6,430 shares

    0.01% of the 13F portfolio, value $6,672,307.

    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 41,857 shares
    Change vs previous 13F +9,247 shares

    0.01% of the 13F portfolio, value $6,951,218.

    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 32,610 shares
    Change vs previous 13F +4,487 shares

    0.01% of the 13F portfolio, value $5,242,304.

    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 28,123 shares
    Change vs previous 13F +1,137 shares

    0.01% of the 13F portfolio, value $3,723,468.

    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 26,986 shares
    Change vs previous 13F +2,864 shares

    0.01% of the 13F portfolio, value $2,589,336.

    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 24,122 shares
    Change vs previous 13F +588 shares

    0.01% of the 13F portfolio, value $2,470,106.

    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 23,534 shares
    Change vs previous 13F +301 shares

    0.01% of the 13F portfolio, value $2,431,570.

    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 23,233 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,564,241.

    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).