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CAPTRUST FINANCIAL ADVISORS: CVBF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 69,688 CVBF 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 69,688 shares
    Change vs previous 13F +4,977 shares

    <0.01% of the 13F portfolio, value $1,571,458.

    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 64,711 shares
    Change vs previous 13F +908 shares

    <0.01% of the 13F portfolio, value $1,254,755.

    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 63,803 shares
    Change vs previous 13F +945 shares

    <0.01% of the 13F portfolio, value $1,186,739.

    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 62,858 shares
    Change vs previous 13F -1,711 shares

    <0.01% of the 13F portfolio, value $1,188,654.

    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 64,569 shares
    Change vs previous 13F +488 shares

    <0.01% of the 13F portfolio, value $1,277,827.

    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 64,081 shares
    Change vs previous 13F -8,221 shares

    <0.01% of the 13F portfolio, value $1,182,931.

    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 72,302 shares
    Change vs previous 13F +454 shares

    <0.01% of the 13F portfolio, value $1,547,989.

    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 71,848 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,280,335.

    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).