Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: DFGR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 41,852 DFGR 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 41,852 shares
    Change vs previous 13F -3,418 shares

    <0.01% of the 13F portfolio, value $1,212,464.

    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 45,270 shares
    Change vs previous 13F -4,177 shares

    <0.01% of the 13F portfolio, value $1,203,269.

    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 49,447 shares
    Change vs previous 13F -6,130 shares

    <0.01% of the 13F portfolio, value $1,306,389.

    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 55,577 shares
    Change vs previous 13F -6,762 shares

    <0.01% of the 13F portfolio, value $1,517,817.

    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 62,339 shares
    Change vs previous 13F -16,806 shares

    <0.01% of the 13F portfolio, value $1,672,543.

    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 79,145 shares
    Change vs previous 13F -24,255 shares

    0.01% of the 13F portfolio, value $2,078,345.

    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 103,400 shares
    Change vs previous 13F +13,471 shares

    0.01% of the 13F portfolio, value $2,640,834.

    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 89,929 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,595,340.

    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).