Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: CPRT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,812,732 CPRT 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 1,812,732 shares
    Change vs previous 13F -162,435 shares

    0.08% of the 13F portfolio, value $51,100,915.

    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 1,975,167 shares
    Change vs previous 13F -345,295 shares

    0.11% of the 13F portfolio, value $65,571,485.

    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 2,320,462 shares
    Change vs previous 13F +253,425 shares

    0.17% of the 13F portfolio, value $90,846,104.

    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 2,067,037 shares
    Change vs previous 13F -17,548 shares

    0.19% of the 13F portfolio, value $92,954,645.

    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 2,084,585 shares
    Change vs previous 13F -11,966 shares

    0.23% of the 13F portfolio, value $102,290,598.

    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 2,096,551 shares
    Change vs previous 13F +1,961,352 shares

    0.3% of the 13F portfolio, value $118,643,821.

    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 135,199 shares
    Change vs previous 13F -13,173 shares

    0.02% of the 13F portfolio, value $7,759,048.

    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 148,372 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,774,668.

    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).