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Disclosery

CAPTRUST FINANCIAL ADVISORS: ED position timeline

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

CAPTRUST FINANCIAL ADVISORS held 69,816 ED 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 69,816 shares
    Change vs previous 13F +10,598 shares

    0.01% of the 13F portfolio, value $7,723,689.

    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 59,218 shares
    Change vs previous 13F +6,300 shares

    0.01% of the 13F portfolio, value $6,702,258.

    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 52,918 shares
    Change vs previous 13F +8,016 shares

    0.01% of the 13F portfolio, value $5,255,788.

    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 44,902 shares
    Change vs previous 13F +245 shares

    0.01% of the 13F portfolio, value $4,513,589.

    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 44,657 shares
    Change vs previous 13F -1,783 shares

    0.01% of the 13F portfolio, value $4,481,353.

    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 46,440 shares
    Change vs previous 13F +6,185 shares

    0.01% of the 13F portfolio, value $5,135,808.

    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 40,255 shares
    Change vs previous 13F +1,995 shares

    0.01% of the 13F portfolio, value $3,591,946.

    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 38,260 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,983,974.

    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).