Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: DLY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 38,128 DLY 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 38,128 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $536,461.

    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 38,128 shares
    Change vs previous 13F +800 shares

    <0.01% of the 13F portfolio, value $530,742.

    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 37,328 shares
    Change vs previous 13F +1,719 shares

    <0.01% of the 13F portfolio, value $542,749.

    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 35,609 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $536,984.

    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 35,599 shares
    Change vs previous 13F -61,505 shares

    <0.01% of the 13F portfolio, value $554,996.

    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 97,104 shares
    Change vs previous 13F -99,067 shares

    <0.01% of the 13F portfolio, value $1,563,374.

    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 196,171 shares
    Change vs previous 13F +3,500 shares

    0.01% of the 13F portfolio, value $3,105,387.

    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 192,671 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,196,412.

    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).