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Disclosery

CAPTRUST FINANCIAL ADVISORS: CL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 135,261 CL 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 135,261 shares
    Change vs previous 13F -15,927 shares

    0.02% of the 13F portfolio, value $12,400,773.

    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 151,188 shares
    Change vs previous 13F +35,730 shares

    0.02% of the 13F portfolio, value $12,885,952.

    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 115,458 shares
    Change vs previous 13F -3,180 shares

    0.02% of the 13F portfolio, value $9,123,486.

    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 118,638 shares
    Change vs previous 13F -14,411 shares

    0.02% of the 13F portfolio, value $9,483,895.

    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 133,049 shares
    Change vs previous 13F -2,587 shares

    0.03% of the 13F portfolio, value $12,094,161.

    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 135,636 shares
    Change vs previous 13F +19,674 shares

    0.03% of the 13F portfolio, value $12,709,123.

    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 115,962 shares
    Change vs previous 13F +3,473 shares

    0.03% of the 13F portfolio, value $10,542,085.

    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 112,489 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,677,437.

    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).