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CAPTRUST FINANCIAL ADVISORS: DGX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 95,054 DGX 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 95,054 shares
    Change vs previous 13F +1,777 shares

    0.03% of the 13F portfolio, value $20,146,790.

    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 93,277 shares
    Change vs previous 13F +67,960 shares

    0.03% of the 13F portfolio, value $18,280,935.

    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 25,317 shares
    Change vs previous 13F +8,136 shares

    0.01% of the 13F portfolio, value $4,393,345.

    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 17,181 shares
    Change vs previous 13F -118 shares

    0.01% of the 13F portfolio, value $3,274,396.

    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 17,299 shares
    Change vs previous 13F -158 shares

    0.01% of the 13F portfolio, value $3,107,420.

    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 17,457 shares
    Change vs previous 13F +3,005 shares

    0.01% of the 13F portfolio, value $2,953,806.

    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 14,452 shares
    Change vs previous 13F +567 shares

    0.01% of the 13F portfolio, value $2,180,237.

    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 13,885 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,155,675.

    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).