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CAPTRUST FINANCIAL ADVISORS: CSL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 275,077 CSL 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 275,077 shares
    Change vs previous 13F -22,120 shares

    0.15% of the 13F portfolio, value $99,784,154.

    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 297,197 shares
    Change vs previous 13F +3,547 shares

    0.17% of the 13F portfolio, value $99,144,895.

    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 293,650 shares
    Change vs previous 13F -3,287 shares

    0.18% of the 13F portfolio, value $93,926,796.

    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 296,937 shares
    Change vs previous 13F +165,949 shares

    0.2% of the 13F portfolio, value $97,680,323.

    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 130,988 shares
    Change vs previous 13F +4,392 shares

    0.11% of the 13F portfolio, value $48,910,759.

    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 126,596 shares
    Change vs previous 13F +121,009 shares

    0.11% of the 13F portfolio, value $43,105,895.

    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 5,587 shares
    Change vs previous 13F -524 shares

    0.01% of the 13F portfolio, value $2,060,832.

    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 6,111 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,748,522.

    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).