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Disclosery

CAPTRUST FINANCIAL ADVISORS: DOC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 71,614 DOC 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 71,614 shares
    Change vs previous 13F -7,829 shares

    <0.01% of the 13F portfolio, value $1,532,542.

    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 79,443 shares
    Change vs previous 13F +22,013 shares

    <0.01% of the 13F portfolio, value $1,305,254.

    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 57,430 shares
    Change vs previous 13F -10,410 shares

    <0.01% of the 13F portfolio, value $923,472.

    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 67,840 shares
    Change vs previous 13F -8,334 shares

    <0.01% of the 13F portfolio, value $1,299,139.

    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 76,174 shares
    Change vs previous 13F -1,945 shares

    <0.01% of the 13F portfolio, value $1,333,799.

    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 78,119 shares
    Change vs previous 13F +1,424 shares

    <0.01% of the 13F portfolio, value $1,579,563.

    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 76,695 shares
    Change vs previous 13F -3,813 shares

    <0.01% of the 13F portfolio, value $1,554,598.

    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 80,508 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,841,221.

    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).