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CAPTRUST FINANCIAL ADVISORS: DTD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 16,208 DTD 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 16,208 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $1,511,391.

    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 16,182 shares
    Change vs previous 13F -184 shares

    <0.01% of the 13F portfolio, value $1,397,445.

    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 16,366 shares
    Change vs previous 13F -829 shares

    <0.01% of the 13F portfolio, value $1,389,128.

    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 17,195 shares
    Change vs previous 13F +1,535 shares

    <0.01% of the 13F portfolio, value $1,444,366.

    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 15,660 shares
    Change vs previous 13F -231 shares

    <0.01% of the 13F portfolio, value $1,245,279.

    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 15,891 shares
    Change vs previous 13F -625 shares

    <0.01% of the 13F portfolio, value $1,222,846.

    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 16,516 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $1,252,903.

    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 16,487 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,264,171.

    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).