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CAPTRUST FINANCIAL ADVISORS: DAR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 46,268 DAR 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 46,268 shares
    Change vs previous 13F +2,325 shares

    <0.01% of the 13F portfolio, value $2,527,158.

    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 43,943 shares
    Change vs previous 13F +19,790 shares

    <0.01% of the 13F portfolio, value $2,717,312.

    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 24,153 shares
    Change vs previous 13F +2,260 shares

    <0.01% of the 13F portfolio, value $869,508.

    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 21,893 shares
    Change vs previous 13F -1,097 shares

    <0.01% of the 13F portfolio, value $675,837.

    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 22,990 shares
    Change vs previous 13F -1,643 shares

    <0.01% of the 13F portfolio, value $872,241.

    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 24,633 shares
    Change vs previous 13F +4,089 shares

    <0.01% of the 13F portfolio, value $769,535.

    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 20,544 shares
    Change vs previous 13F +145 shares

    <0.01% of the 13F portfolio, value $692,127.

    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 20,399 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $758,027.

    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).