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CAPTRUST FINANCIAL ADVISORS: DFEM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 103,029 DFEM 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 103,029 shares
    Change vs previous 13F +1,018 shares

    0.01% of the 13F portfolio, value $4,187,079.

    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 102,011 shares
    Change vs previous 13F +4,312 shares

    0.01% of the 13F portfolio, value $3,524,484.

    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 97,699 shares
    Change vs previous 13F +62 shares

    0.01% of the 13F portfolio, value $3,231,872.

    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 97,637 shares
    Change vs previous 13F +3,373 shares

    0.01% of the 13F portfolio, value $3,131,208.

    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 94,264 shares
    Change vs previous 13F +1,137 shares

    0.01% of the 13F portfolio, value $2,797,769.

    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 93,127 shares
    Change vs previous 13F -1,016 shares

    0.01% of the 13F portfolio, value $2,464,139.

    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 94,143 shares
    Change vs previous 13F +6,416 shares

    0.01% of the 13F portfolio, value $2,465,618.

    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 87,727 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,469,505.

    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).