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CAPTRUST FINANCIAL ADVISORS: CWB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 32,208 CWB 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 32,208 shares
    Change vs previous 13F -662 shares

    0.01% of the 13F portfolio, value $3,472,616.

    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 32,870 shares
    Change vs previous 13F +585 shares

    0.01% of the 13F portfolio, value $3,008,258.

    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 32,285 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $2,879,807.

    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 32,082 shares
    Change vs previous 13F -1,039 shares

    0.01% of the 13F portfolio, value $2,903,436.

    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 33,121 shares
    Change vs previous 13F +2,501 shares

    0.01% of the 13F portfolio, value $2,737,781.

    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 30,620 shares
    Change vs previous 13F -4,068 shares

    0.01% of the 13F portfolio, value $2,346,142.

    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 34,688 shares
    Change vs previous 13F -7,686 shares

    0.01% of the 13F portfolio, value $2,701,820.

    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 42,374 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,245,450.

    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).