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CAPTRUST FINANCIAL ADVISORS: CRL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 5,508 CRL 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 5,508 shares
    Change vs previous 13F +319 shares

    <0.01% of the 13F portfolio, value $1,249,064.

    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 5,189 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $894,864.

    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 5,278 shares
    Change vs previous 13F -58 shares

    <0.01% of the 13F portfolio, value $1,052,867.

    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 5,336 shares
    Change vs previous 13F -80 shares

    <0.01% of the 13F portfolio, value $834,880.

    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 5,416 shares
    Change vs previous 13F -3,755 shares

    <0.01% of the 13F portfolio, value $821,779.

    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 9,171 shares
    Change vs previous 13F +2,750 shares

    <0.01% of the 13F portfolio, value $1,380,414.

    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 6,421 shares
    Change vs previous 13F -1,951 shares

    <0.01% of the 13F portfolio, value $1,185,232.

    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 8,372 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,648,964.

    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).