Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: CWI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 601,607 CWI 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 601,607 shares
    Change vs previous 13F +30,968 shares

    0.04% of the 13F portfolio, value $24,467,338.

    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 570,639 shares
    Change vs previous 13F -56,019 shares

    0.04% of the 13F portfolio, value $20,879,684.

    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 626,658 shares
    Change vs previous 13F +467,304 shares

    0.04% of the 13F portfolio, value $22,509,556.

    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 159,354 shares
    Change vs previous 13F -6,424 shares

    0.01% of the 13F portfolio, value $5,564,652.

    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 165,778 shares
    Change vs previous 13F -96,425 shares

    0.01% of the 13F portfolio, value $5,414,295.

    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 262,203 shares
    Change vs previous 13F -6,199 shares

    0.02% of the 13F portfolio, value $7,755,968.

    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 268,402 shares
    Change vs previous 13F +18,282 shares

    0.02% of the 13F portfolio, value $7,499,155.

    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 250,120 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,613,659.

    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).