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CAPTRUST FINANCIAL ADVISORS: CMI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 60,158 CMI 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 60,158 shares
    Change vs previous 13F +419 shares

    0.07% of the 13F portfolio, value $42,905,053.

    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 59,739 shares
    Change vs previous 13F -2,314 shares

    0.06% of the 13F portfolio, value $32,138,406.

    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 62,053 shares
    Change vs previous 13F +3,136 shares

    0.06% of the 13F portfolio, value $31,674,815.

    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 58,917 shares
    Change vs previous 13F +2,159 shares

    0.05% of the 13F portfolio, value $24,884,621.

    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 56,758 shares
    Change vs previous 13F +731 shares

    0.04% of the 13F portfolio, value $18,588,104.

    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 56,027 shares
    Change vs previous 13F +2,791 shares

    0.04% of the 13F portfolio, value $17,561,094.

    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 53,236 shares
    Change vs previous 13F +2,285 shares

    0.05% of the 13F portfolio, value $18,558,162.

    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 50,951 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,497,576.

    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).