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CAPTRUST FINANCIAL ADVISORS: CME position timeline

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

CAPTRUST FINANCIAL ADVISORS held 375,091 CME 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 375,091 shares
    Change vs previous 13F -160,275 shares

    0.13% of the 13F portfolio, value $82,831,334.

    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 535,366 shares
    Change vs previous 13F -23,366 shares

    0.28% of the 13F portfolio, value $158,123,819.

    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 558,732 shares
    Change vs previous 13F +5,803 shares

    0.29% of the 13F portfolio, value $152,578,554.

    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 552,929 shares
    Change vs previous 13F +30,983 shares

    0.3% of the 13F portfolio, value $149,395,836.

    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 521,946 shares
    Change vs previous 13F +90,309 shares

    0.32% of the 13F portfolio, value $143,858,632.

    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 431,637 shares
    Change vs previous 13F +414,984 shares

    0.29% of the 13F portfolio, value $114,509,019.

    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 16,653 shares
    Change vs previous 13F +4,377 shares

    0.01% of the 13F portfolio, value $3,867,358.

    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 12,276 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,708,709.

    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).