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CAPTRUST FINANCIAL ADVISORS: DT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 55,299 DT 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 55,299 shares
    Change vs previous 13F +25,088 shares

    <0.01% of the 13F portfolio, value $2,428,183.

    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 30,211 shares
    Change vs previous 13F +11,374 shares

    <0.01% of the 13F portfolio, value $1,117,240.

    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 18,837 shares
    Change vs previous 13F -1,037 shares

    <0.01% of the 13F portfolio, value $816,396.

    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 19,874 shares
    Change vs previous 13F +9,059 shares

    <0.01% of the 13F portfolio, value $962,895.

    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 10,815 shares
    Change vs previous 13F +2,091 shares

    <0.01% of the 13F portfolio, value $597,096.

    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 8,724 shares
    Change vs previous 13F +2,426 shares

    <0.01% of the 13F portfolio, value $411,337.

    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 6,298 shares
    Change vs previous 13F +177 shares

    <0.01% of the 13F portfolio, value $342,296.

    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 6,121 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,290.

    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).