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CAPTRUST FINANCIAL ADVISORS: EEMV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 176,718 EEMV 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 176,718 shares
    Change vs previous 13F -8,926 shares

    0.02% of the 13F portfolio, value $13,303,324.

    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 185,644 shares
    Change vs previous 13F -88,031 shares

    0.02% of the 13F portfolio, value $12,016,739.

    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 273,675 shares
    Change vs previous 13F +3,946 shares

    0.03% of the 13F portfolio, value $17,526,124.

    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 269,729 shares
    Change vs previous 13F -15,249 shares

    0.04% of the 13F portfolio, value $17,216,831.

    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 284,978 shares
    Change vs previous 13F -13,893 shares

    0.04% of the 13F portfolio, value $17,896,647.

    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 298,871 shares
    Change vs previous 13F +6,245 shares

    0.04% of the 13F portfolio, value $17,436,140.

    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 292,626 shares
    Change vs previous 13F -11,038 shares

    0.05% of the 13F portfolio, value $16,969,390.

    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 303,664 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,039,746.

    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).