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CAPTRUST FINANCIAL ADVISORS: DIA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 136,606 DIA 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 136,606 shares
    Change vs previous 13F +12,508 shares

    0.11% of the 13F portfolio, value $71,361,837.

    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 124,098 shares
    Change vs previous 13F -42,940 shares

    0.1% of the 13F portfolio, value $57,480,941.

    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 167,038 shares
    Change vs previous 13F +1,931 shares

    0.15% of the 13F portfolio, value $80,273,680.

    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 165,107 shares
    Change vs previous 13F +1,772 shares

    0.16% of the 13F portfolio, value $76,566,495.

    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 163,335 shares
    Change vs previous 13F -852 shares

    0.16% of the 13F portfolio, value $71,973,720.

    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 164,187 shares
    Change vs previous 13F +108,762 shares

    0.17% of the 13F portfolio, value $68,938,976.

    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 55,425 shares
    Change vs previous 13F -2,730 shares

    0.07% of the 13F portfolio, value $23,583,268.

    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 58,155 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $24,606,598.

    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).