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CAPTRUST FINANCIAL ADVISORS: EAGG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 77,175 EAGG 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 77,175 shares
    Change vs previous 13F +15,333 shares

    0.01% of the 13F portfolio, value $3,658,857.

    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 61,842 shares
    Change vs previous 13F +687 shares

    0.01% of the 13F portfolio, value $2,940,577.

    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 61,155 shares
    Change vs previous 13F -18,770 shares

    0.01% of the 13F portfolio, value $2,926,257.

    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 79,925 shares
    Change vs previous 13F +17,571 shares

    0.01% of the 13F portfolio, value $3,838,787.

    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 62,354 shares
    Change vs previous 13F +2,659 shares

    0.01% of the 13F portfolio, value $2,964,309.

    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 59,695 shares
    Change vs previous 13F +49,234 shares

    0.01% of the 13F portfolio, value $2,834,319.

    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 10,461 shares
    Change vs previous 13F -1,028 shares

    <0.01% of the 13F portfolio, value $485,814.

    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 11,489 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $558,226.

    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).