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CAPTRUST FINANCIAL ADVISORS: DOCU position timeline

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

CAPTRUST FINANCIAL ADVISORS held 40,451 DOCU 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 40,451 shares
    Change vs previous 13F +15,370 shares

    <0.01% of the 13F portfolio, value $1,796,827.

    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 25,081 shares
    Change vs previous 13F +7,916 shares

    <0.01% of the 13F portfolio, value $1,189,083.

    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 17,165 shares
    Change vs previous 13F -575 shares

    <0.01% of the 13F portfolio, value $1,174,086.

    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 17,740 shares
    Change vs previous 13F -807 shares

    <0.01% of the 13F portfolio, value $1,278,877.

    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 18,547 shares
    Change vs previous 13F +1,562 shares

    <0.01% of the 13F portfolio, value $1,444,626.

    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 16,985 shares
    Change vs previous 13F -25,004 shares

    <0.01% of the 13F portfolio, value $1,382,579.

    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 41,989 shares
    Change vs previous 13F +3,402 shares

    0.01% of the 13F portfolio, value $3,776,491.

    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 38,587 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,395,880.

    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).