Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: DFUS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 922,805 DFUS 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 922,805 shares
    Change vs previous 13F +854 shares

    0.12% of the 13F portfolio, value $75,614,638.

    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 921,951 shares
    Change vs previous 13F -10,330 shares

    0.11% of the 13F portfolio, value $65,368,028.

    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 932,281 shares
    Change vs previous 13F +774,697 shares

    0.13% of the 13F portfolio, value $69,147,263.

    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 157,584 shares
    Change vs previous 13F -17,725 shares

    0.02% of the 13F portfolio, value $11,415,357.

    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 175,309 shares
    Change vs previous 13F -1,812 shares

    0.03% of the 13F portfolio, value $11,749,233.

    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 177,121 shares
    Change vs previous 13F -3,278 shares

    0.03% of the 13F portfolio, value $10,712,287.

    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 180,399 shares
    Change vs previous 13F +454 shares

    0.03% of the 13F portfolio, value $11,500,436.

    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 179,945 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,192,606.

    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).