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CAPTRUST FINANCIAL ADVISORS: CI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 266,954 CI 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 266,954 shares
    Change vs previous 13F +7,069 shares

    0.11% of the 13F portfolio, value $73,593,768.

    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 259,885 shares
    Change vs previous 13F +187,219 shares

    0.12% of the 13F portfolio, value $69,319,560.

    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 72,666 shares
    Change vs previous 13F +39,170 shares

    0.04% of the 13F portfolio, value $19,999,830.

    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 33,496 shares
    Change vs previous 13F -544 shares

    0.02% of the 13F portfolio, value $9,655,083.

    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 34,040 shares
    Change vs previous 13F +2,439 shares

    0.03% of the 13F portfolio, value $11,252,925.

    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 31,601 shares
    Change vs previous 13F +3,822 shares

    0.03% of the 13F portfolio, value $10,396,777.

    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 27,779 shares
    Change vs previous 13F -1,493 shares

    0.02% of the 13F portfolio, value $7,670,868.

    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 29,272 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,141,126.

    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).