Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: DFIC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 38,152 DFIC 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 38,152 shares
    Change vs previous 13F -744 shares

    <0.01% of the 13F portfolio, value $1,421,533.

    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 38,896 shares
    Change vs previous 13F +1,320 shares

    <0.01% of the 13F portfolio, value $1,381,965.

    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 37,576 shares
    Change vs previous 13F +30,927 shares

    <0.01% of the 13F portfolio, value $1,294,859.

    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 6,649 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $218,012.

    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 6,649 shares
    Change vs previous 13F -3,556 shares

    <0.01% of the 13F portfolio, value $206,709.

    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 10,205 shares
    Change vs previous 13F +1,250 shares

    <0.01% of the 13F portfolio, value $283,385.

    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 8,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,435.

    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).