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Disclosery

CAPTRUST FINANCIAL ADVISORS: D position timeline

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

CAPTRUST FINANCIAL ADVISORS held 201,862 D 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 201,862 shares
    Change vs previous 13F -3,890 shares

    0.02% of the 13F portfolio, value $13,785,175.

    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 205,752 shares
    Change vs previous 13F -689 shares

    0.02% of the 13F portfolio, value $12,719,616.

    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 206,441 shares
    Change vs previous 13F +10,317 shares

    0.02% of the 13F portfolio, value $12,095,384.

    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 196,124 shares
    Change vs previous 13F -2,128 shares

    0.02% of the 13F portfolio, value $11,996,924.

    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 198,252 shares
    Change vs previous 13F +1,037 shares

    0.03% of the 13F portfolio, value $11,205,177.

    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 197,215 shares
    Change vs previous 13F -987 shares

    0.03% of the 13F portfolio, value $11,057,819.

    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 198,202 shares
    Change vs previous 13F +463 shares

    0.03% of the 13F portfolio, value $10,675,150.

    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 197,739 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,427,311.

    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).