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CAPTRUST FINANCIAL ADVISORS: CRDO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 14,506 CRDO 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 14,506 shares
    Change vs previous 13F +2,554 shares

    0.01% of the 13F portfolio, value $3,944,907.

    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 11,952 shares
    Change vs previous 13F +1,253 shares

    <0.01% of the 13F portfolio, value $1,121,851.

    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 10,699 shares
    Change vs previous 13F -86,020 shares

    <0.01% of the 13F portfolio, value $1,539,416.

    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 96,719 shares
    Change vs previous 13F -62,385 shares

    0.03% of the 13F portfolio, value $14,083,247.

    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 159,104 shares
    Change vs previous 13F +23,846 shares

    0.03% of the 13F portfolio, value $14,731,435.

    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 135,258 shares
    Change vs previous 13F +21,107 shares

    0.01% of the 13F portfolio, value $5,431,959.

    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 114,151 shares
    Change vs previous 13F +15,894 shares

    0.02% of the 13F portfolio, value $7,672,089.

    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 98,257 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,026,316.

    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).