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CAPTRUST FINANCIAL ADVISORS: DLN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 56,893 DLN 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 56,893 shares
    Change vs previous 13F -458 shares

    0.01% of the 13F portfolio, value $5,479,950.

    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 57,351 shares
    Change vs previous 13F -1,268 shares

    0.01% of the 13F portfolio, value $5,121,818.

    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 58,619 shares
    Change vs previous 13F -963 shares

    0.01% of the 13F portfolio, value $5,163,184.

    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 59,582 shares
    Change vs previous 13F -341 shares

    0.01% of the 13F portfolio, value $5,185,379.

    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 59,923 shares
    Change vs previous 13F -758 shares

    0.01% of the 13F portfolio, value $4,922,040.

    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 60,681 shares
    Change vs previous 13F -3,151 shares

    0.01% of the 13F portfolio, value $4,816,261.

    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 63,832 shares
    Change vs previous 13F -3,568 shares

    0.01% of the 13F portfolio, value $4,965,492.

    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 67,400 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,294,978.

    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).