Skip to content

CAPTRUST FINANCIAL ADVISORS: DHS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 39,103 DHS 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 39,103 shares
    Change vs previous 13F -293 shares

    0.01% of the 13F portfolio, value $4,445,388.

    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 39,396 shares
    Change vs previous 13F -245 shares

    0.01% of the 13F portfolio, value $4,302,709.

    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 39,641 shares
    Change vs previous 13F -3,111 shares

    0.01% of the 13F portfolio, value $4,036,200.

    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 42,752 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $4,307,268.

    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 42,636 shares
    Change vs previous 13F +6,659 shares

    0.01% of the 13F portfolio, value $4,092,188.

    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 35,977 shares
    Change vs previous 13F -676 shares

    0.01% of the 13F portfolio, value $3,567,470.

    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 36,653 shares
    Change vs previous 13F -1,034 shares

    0.01% of the 13F portfolio, value $3,421,925.

    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 37,687 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,535,008.

    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).