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CAPTRUST FINANCIAL ADVISORS: DOW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 187,424 DOW 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 187,424 shares
    Change vs previous 13F +23,454 shares

    0.01% of the 13F portfolio, value $5,127,913.

    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 163,970 shares
    Change vs previous 13F +71,368 shares

    0.01% of the 13F portfolio, value $6,829,656.

    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 92,602 shares
    Change vs previous 13F +4,194 shares

    <0.01% of the 13F portfolio, value $2,165,023.

    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 88,408 shares
    Change vs previous 13F -42,217 shares

    <0.01% of the 13F portfolio, value $2,027,203.

    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 130,625 shares
    Change vs previous 13F -8,427 shares

    0.01% of the 13F portfolio, value $3,458,954.

    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 139,052 shares
    Change vs previous 13F +429 shares

    0.01% of the 13F portfolio, value $4,855,704.

    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 138,623 shares
    Change vs previous 13F -258 shares

    0.02% of the 13F portfolio, value $5,562,951.

    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 138,881 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,587,061.

    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).