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CAPTRUST FINANCIAL ADVISORS: DFAX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 2,231,887 DFAX 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 2,231,887 shares
    Change vs previous 13F -720,234 shares

    0.13% of the 13F portfolio, value $82,222,728.

    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 2,952,121 shares
    Change vs previous 13F +53,921 shares

    0.18% of the 13F portfolio, value $100,283,475.

    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 2,898,200 shares
    Change vs previous 13F +2,627,345 shares

    0.18% of the 13F portfolio, value $94,858,077.

    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 270,855 shares
    Change vs previous 13F -1,507 shares

    0.02% of the 13F portfolio, value $8,499,426.

    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 272,362 shares
    Change vs previous 13F +654 shares

    0.02% of the 13F portfolio, value $7,999,260.

    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 271,708 shares
    Change vs previous 13F -13,922 shares

    0.02% of the 13F portfolio, value $7,118,743.

    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 285,630 shares
    Change vs previous 13F -5,684 shares

    0.02% of the 13F portfolio, value $7,100,757.

    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 291,314 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,868,401.

    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).