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Disclosery

CAPTRUST FINANCIAL ADVISORS: DE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 70,144 DE 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 70,144 shares
    Change vs previous 13F -2,228 shares

    0.07% of the 13F portfolio, value $44,494,515.

    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 72,372 shares
    Change vs previous 13F -6,107 shares

    0.07% of the 13F portfolio, value $40,765,978.

    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 78,479 shares
    Change vs previous 13F -146,505 shares

    0.07% of the 13F portfolio, value $36,537,286.

    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 224,984 shares
    Change vs previous 13F +10,812 shares

    0.21% of the 13F portfolio, value $102,876,390.

    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 214,172 shares
    Change vs previous 13F +5,471 shares

    0.24% of the 13F portfolio, value $108,904,435.

    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 208,701 shares
    Change vs previous 13F +12,199 shares

    0.25% of the 13F portfolio, value $97,953,984.

    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 196,502 shares
    Change vs previous 13F +41,318 shares

    0.24% of the 13F portfolio, value $83,257,784.

    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 155,184 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $64,762,974.

    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).