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CAPTRUST FINANCIAL ADVISORS: CSQ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 80,272 CSQ 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 80,272 shares
    Change vs previous 13F -57,301 shares

    <0.01% of the 13F portfolio, value $1,650,390.

    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 137,573 shares
    Change vs previous 13F +41,502 shares

    <0.01% of the 13F portfolio, value $2,355,248.

    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 96,071 shares
    Change vs previous 13F +5,664 shares

    <0.01% of the 13F portfolio, value $1,844,561.

    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 90,407 shares
    Change vs previous 13F +9,184 shares

    <0.01% of the 13F portfolio, value $1,743,949.

    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 81,223 shares
    Change vs previous 13F +3,016 shares

    <0.01% of the 13F portfolio, value $1,481,506.

    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 78,207 shares
    Change vs previous 13F -287 shares

    <0.01% of the 13F portfolio, value $1,265,388.

    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 78,494 shares
    Change vs previous 13F +525 shares

    <0.01% of the 13F portfolio, value $1,390,127.

    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 77,969 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,352,760.

    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).