CAPTRUST FINANCIAL ADVISORS: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on DSI, newest first. How the timeline and the estimate are built.
CAPTRUST FINANCIAL ADVISORS held 177,439 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 177,439 sharesChange vs previous 13F +3,295 shares
0.04% of the 13F portfolio, value $25,265,469.
13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 174,144 sharesChange vs previous 13F -5,387 shares
0.04% of the 13F portfolio, value $21,104,516.
13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 179,531 sharesChange vs previous 13F +30,557 shares
0.04% of the 13F portfolio, value $23,128,954.
13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 148,974 sharesChange vs previous 13F -2,919 shares
0.04% of the 13F portfolio, value $18,763,296.
13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 151,893 sharesChange vs previous 13F +3,096 shares
0.04% of the 13F portfolio, value $17,643,929.
13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 148,797 sharesChange vs previous 13F +4,241 shares
0.04% of the 13F portfolio, value $15,238,255.
13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 144,556 sharesChange vs previous 13F -3,088 shares
0.05% of the 13F portfolio, value $15,937,263.
13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 147,644 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $16,062,159.
13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).