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Disclosery

CAPTRUST FINANCIAL ADVISORS: CP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 41,364 CP 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 41,364 shares
    Change vs previous 13F +750 shares

    0.01% of the 13F portfolio, value $3,584,265.

    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 40,614 shares
    Change vs previous 13F +3,913 shares

    0.01% of the 13F portfolio, value $3,191,297.

    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 36,701 shares
    Change vs previous 13F -3,618 shares

    0.01% of the 13F portfolio, value $2,702,623.

    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 40,319 shares
    Change vs previous 13F -5,611 shares

    0.01% of the 13F portfolio, value $3,003,407.

    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 45,930 shares
    Change vs previous 13F +1,393 shares

    0.01% of the 13F portfolio, value $3,640,952.

    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 44,537 shares
    Change vs previous 13F +368 shares

    0.01% of the 13F portfolio, value $3,126,809.

    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 44,169 shares
    Change vs previous 13F -9,940 shares

    0.01% of the 13F portfolio, value $3,196,516.

    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 54,109 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,628,826.

    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).