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CAPTRUST FINANCIAL ADVISORS: DFAT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 128,258 DFAT 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 128,258 shares
    Change vs previous 13F -10,177 shares

    0.01% of the 13F portfolio, value $8,965,208.

    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 138,435 shares
    Change vs previous 13F -10,601 shares

    0.02% of the 13F portfolio, value $8,645,270.

    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 149,036 shares
    Change vs previous 13F -320 shares

    0.02% of the 13F portfolio, value $8,873,584.

    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 149,356 shares
    Change vs previous 13F -8,193 shares

    0.02% of the 13F portfolio, value $8,694,038.

    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 157,549 shares
    Change vs previous 13F +8,047 shares

    0.02% of the 13F portfolio, value $8,501,331.

    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 149,502 shares
    Change vs previous 13F +19,491 shares

    0.02% of the 13F portfolio, value $7,697,881.

    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 130,011 shares
    Change vs previous 13F +103 shares

    0.02% of the 13F portfolio, value $7,236,433.

    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 129,908 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,226,782.

    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).