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CAPTRUST FINANCIAL ADVISORS: DEM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 70,357 DEM 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 70,357 shares
    Change vs previous 13F -1,720 shares

    0.01% of the 13F portfolio, value $3,784,490.

    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 72,077 shares
    Change vs previous 13F +1,133 shares

    0.01% of the 13F portfolio, value $3,580,758.

    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 70,944 shares
    Change vs previous 13F -4,111 shares

    0.01% of the 13F portfolio, value $3,313,776.

    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 75,055 shares
    Change vs previous 13F -1,398 shares

    0.01% of the 13F portfolio, value $3,451,761.

    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 76,453 shares
    Change vs previous 13F -26,185 shares

    0.01% of the 13F portfolio, value $3,462,537.

    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 102,638 shares
    Change vs previous 13F -6,820 shares

    0.01% of the 13F portfolio, value $4,318,993.

    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 109,458 shares
    Change vs previous 13F -363,068 shares

    0.01% of the 13F portfolio, value $4,431,974.

    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 472,526 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $20,795,879.

    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).