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CAPTRUST FINANCIAL ADVISORS: CPA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 63,971 CPA 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 63,971 shares
    Change vs previous 13F -23,067 shares

    0.02% of the 13F portfolio, value $9,951,986.

    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 87,038 shares
    Change vs previous 13F -567,792 shares

    0.02% of the 13F portfolio, value $9,888,226.

    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 654,830 shares
    Change vs previous 13F +12,053 shares

    0.15% of the 13F portfolio, value $78,979,006.

    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 642,777 shares
    Change vs previous 13F +22,177 shares

    0.16% of the 13F portfolio, value $76,374,788.

    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 620,600 shares
    Change vs previous 13F +40,078 shares

    0.15% of the 13F portfolio, value $68,247,347.

    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 580,522 shares
    Change vs previous 13F +37,921 shares

    0.13% of the 13F portfolio, value $53,675,096.

    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 542,601 shares
    Change vs previous 13F +529,569 shares

    0.14% of the 13F portfolio, value $47,683,742.

    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 13,032 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,222,923.

    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).