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Disclosery

CAPTRUST FINANCIAL ADVISORS: ECHO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 7,732 ECHO 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 7,732 shares
    Change vs previous 13F +972 shares

    <0.01% of the 13F portfolio, value $784,798.

    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 6,760 shares
    Change vs previous 13F -4,005 shares

    <0.01% of the 13F portfolio, value $791,393.

    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 10,765 shares
    Change vs previous 13F -736 shares

    <0.01% of the 13F portfolio, value $1,170,156.

    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 11,501 shares
    Change vs previous 13F -3,338 shares

    <0.01% of the 13F portfolio, value $878,216.

    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 14,839 shares
    Change vs previous 13F +978 shares

    <0.01% of the 13F portfolio, value $411,040.

    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 13,861 shares
    Change vs previous 13F -7,874 shares

    <0.01% of the 13F portfolio, value $354,564.

    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 21,735 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $497,732.

    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 21,589 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $535,839.

    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).