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CAPTRUST FINANCIAL ADVISORS: CRSP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 25,262 CRSP 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 25,262 shares
    Change vs previous 13F +637 shares

    <0.01% of the 13F portfolio, value $1,377,789.

    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 24,625 shares
    Change vs previous 13F +3,800 shares

    <0.01% of the 13F portfolio, value $1,171,394.

    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 20,825 shares
    Change vs previous 13F +2,843 shares

    <0.01% of the 13F portfolio, value $1,092,044.

    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 17,982 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $1,165,390.

    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 18,057 shares
    Change vs previous 13F -662 shares

    <0.01% of the 13F portfolio, value $878,279.

    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 18,719 shares
    Change vs previous 13F -9,851 shares

    <0.01% of the 13F portfolio, value $636,998.

    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 28,570 shares
    Change vs previous 13F -3,142 shares

    <0.01% of the 13F portfolio, value $1,124,504.

    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 31,712 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,489,834.

    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).