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CAPTRUST FINANCIAL ADVISORS: CMS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 71,320 CMS 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 71,320 shares
    Change vs previous 13F +11,073 shares

    0.01% of the 13F portfolio, value $5,455,959.

    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 60,247 shares
    Change vs previous 13F +3,743 shares

    0.01% of the 13F portfolio, value $4,673,946.

    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 56,504 shares
    Change vs previous 13F +6,720 shares

    0.01% of the 13F portfolio, value $3,951,351.

    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 49,784 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $3,647,194.

    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 49,789 shares
    Change vs previous 13F +5,641 shares

    0.01% of the 13F portfolio, value $3,449,382.

    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 44,148 shares
    Change vs previous 13F +2,753 shares

    0.01% of the 13F portfolio, value $3,315,940.

    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 41,395 shares
    Change vs previous 13F +470 shares

    0.01% of the 13F portfolio, value $2,758,956.

    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 40,925 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,890,511.

    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).