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CAPTRUST FINANCIAL ADVISORS: DOX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 52,300 DOX 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 52,300 shares
    Change vs previous 13F +3,322 shares

    <0.01% of the 13F portfolio, value $2,643,235.

    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 48,978 shares
    Change vs previous 13F +6,901 shares

    0.01% of the 13F portfolio, value $3,196,335.

    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 42,077 shares
    Change vs previous 13F +1,212 shares

    0.01% of the 13F portfolio, value $3,387,617.

    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 40,865 shares
    Change vs previous 13F -2,669 shares

    0.01% of the 13F portfolio, value $3,352,973.

    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 43,534 shares
    Change vs previous 13F -2,404 shares

    0.01% of the 13F portfolio, value $3,972,079.

    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 45,938 shares
    Change vs previous 13F +4,278 shares

    0.01% of the 13F portfolio, value $4,203,338.

    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 41,660 shares
    Change vs previous 13F +3,550 shares

    0.01% of the 13F portfolio, value $3,546,967.

    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 38,110 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,333,905.

    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).