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CAPTRUST FINANCIAL ADVISORS: COLB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 39,016 COLB 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 39,016 shares
    Change vs previous 13F -9,653 shares

    <0.01% of the 13F portfolio, value $1,250,461.

    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 48,669 shares
    Change vs previous 13F -12,389 shares

    <0.01% of the 13F portfolio, value $1,334,958.

    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 61,058 shares
    Change vs previous 13F -426 shares

    <0.01% of the 13F portfolio, value $1,706,562.

    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 61,484 shares
    Change vs previous 13F +17,595 shares

    <0.01% of the 13F portfolio, value $1,582,606.

    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 43,889 shares
    Change vs previous 13F -23,683 shares

    <0.01% of the 13F portfolio, value $1,026,122.

    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 67,572 shares
    Change vs previous 13F +13,753 shares

    <0.01% of the 13F portfolio, value $1,685,251.

    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 53,819 shares
    Change vs previous 13F -8,264 shares

    <0.01% of the 13F portfolio, value $1,453,643.

    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 62,083 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,620,998.

    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).