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CAPTRUST FINANCIAL ADVISORS: EDV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 65,553 EDV 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 65,553 shares
    Change vs previous 13F +48,052 shares

    0.01% of the 13F portfolio, value $4,266,189.

    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 17,501 shares
    Change vs previous 13F -13,350 shares

    <0.01% of the 13F portfolio, value $1,136,690.

    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 30,851 shares
    Change vs previous 13F -2,425 shares

    <0.01% of the 13F portfolio, value $2,005,624.

    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 33,276 shares
    Change vs previous 13F +819 shares

    <0.01% of the 13F portfolio, value $2,277,742.

    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 32,457 shares
    Change vs previous 13F -63,247 shares

    <0.01% of the 13F portfolio, value $2,184,356.

    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 95,704 shares
    Change vs previous 13F +1,961 shares

    0.02% of the 13F portfolio, value $6,805,511.

    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 93,743 shares
    Change vs previous 13F +4,643 shares

    0.02% of the 13F portfolio, value $6,348,276.

    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 89,100 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,099,507.

    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).