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CAPTRUST FINANCIAL ADVISORS: CWST position timeline

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

CAPTRUST FINANCIAL ADVISORS held 12,256 CWST 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 12,256 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $1,188,464.

    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 12,073 shares
    Change vs previous 13F +564 shares

    <0.01% of the 13F portfolio, value $957,872.

    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 11,509 shares
    Change vs previous 13F +2,355 shares

    <0.01% of the 13F portfolio, value $1,127,191.

    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 9,154 shares
    Change vs previous 13F +1,658 shares

    <0.01% of the 13F portfolio, value $868,532.

    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 7,496 shares
    Change vs previous 13F -760 shares

    <0.01% of the 13F portfolio, value $864,888.

    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 8,256 shares
    Change vs previous 13F -4,011 shares

    <0.01% of the 13F portfolio, value $920,627.

    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 12,267 shares
    Change vs previous 13F +156 shares

    <0.01% of the 13F portfolio, value $1,297,971.

    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 12,111 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,204,923.

    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).