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CAPTRUST FINANCIAL ADVISORS: DBMF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 62,394 DBMF 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 62,394 shares
    Change vs previous 13F +673 shares

    <0.01% of the 13F portfolio, value $1,909,878.

    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 61,721 shares
    Change vs previous 13F +2,223 shares

    <0.01% of the 13F portfolio, value $1,860,886.

    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 59,498 shares
    Change vs previous 13F -10,616 shares

    <0.01% of the 13F portfolio, value $1,669,511.

    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 70,114 shares
    Change vs previous 13F -11,703 shares

    <0.01% of the 13F portfolio, value $1,914,812.

    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 81,817 shares
    Change vs previous 13F -18,573 shares

    <0.01% of the 13F portfolio, value $2,105,151.

    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 100,390 shares
    Change vs previous 13F +9,457 shares

    0.01% of the 13F portfolio, value $2,535,851.

    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 90,933 shares
    Change vs previous 13F -6,266 shares

    0.01% of the 13F portfolio, value $2,378,807.

    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 97,199 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,734,208.

    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).