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CAPTRUST FINANCIAL ADVISORS: CUBE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 79,533 CUBE 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 79,533 shares
    Change vs previous 13F +55,247 shares

    <0.01% of the 13F portfolio, value $3,163,011.

    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 24,286 shares
    Change vs previous 13F -2,480 shares

    <0.01% of the 13F portfolio, value $889,756.

    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 26,766 shares
    Change vs previous 13F +8,830 shares

    <0.01% of the 13F portfolio, value $964,914.

    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 17,936 shares
    Change vs previous 13F +253 shares

    <0.01% of the 13F portfolio, value $729,281.

    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 17,683 shares
    Change vs previous 13F +11,289 shares

    <0.01% of the 13F portfolio, value $751,528.

    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 6,394 shares
    Change vs previous 13F +934 shares

    <0.01% of the 13F portfolio, value $273,088.

    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 5,460 shares
    Change vs previous 13F -274 shares

    <0.01% of the 13F portfolio, value $233,961.

    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 5,734 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $308,661.

    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).