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CAPTRUST FINANCIAL ADVISORS: COMP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 173,464 COMP 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 173,464 shares
    Change vs previous 13F +19,191 shares

    <0.01% of the 13F portfolio, value $2,138,811.

    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 154,273 shares
    Change vs previous 13F +14,818 shares

    <0.01% of the 13F portfolio, value $1,127,698.

    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 139,455 shares
    Change vs previous 13F -39,240 shares

    <0.01% of the 13F portfolio, value $1,474,042.

    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 178,695 shares
    Change vs previous 13F +19,221 shares

    <0.01% of the 13F portfolio, value $1,434,921.

    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 159,474 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $1,001,497.

    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 159,740 shares
    Change vs previous 13F +6,460 shares

    <0.01% of the 13F portfolio, value $1,394,530.

    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 153,280 shares
    Change vs previous 13F +6,466 shares

    <0.01% of the 13F portfolio, value $896,688.

    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 146,814 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $897,034.

    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).