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CAPTRUST FINANCIAL ADVISORS: DNL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 228,542 DNL 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 228,542 shares
    Change vs previous 13F +6,745 shares

    0.02% of the 13F portfolio, value $10,554,049.

    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 221,797 shares
    Change vs previous 13F +1,458 shares

    0.02% of the 13F portfolio, value $8,953,640.

    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 220,339 shares
    Change vs previous 13F +5,499 shares

    0.02% of the 13F portfolio, value $9,082,382.

    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 214,840 shares
    Change vs previous 13F +8,474 shares

    0.02% of the 13F portfolio, value $8,698,879.

    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 206,366 shares
    Change vs previous 13F +2,544 shares

    0.02% of the 13F portfolio, value $8,310,369.

    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 203,822 shares
    Change vs previous 13F -2,283 shares

    0.02% of the 13F portfolio, value $7,270,322.

    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 206,105 shares
    Change vs previous 13F +20,925 shares

    0.02% of the 13F portfolio, value $7,415,643.

    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 185,180 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,295,184.

    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).