Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: EFAV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 103,567 EFAV 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 103,567 shares
    Change vs previous 13F -1,159 shares

    0.01% of the 13F portfolio, value $9,083,846.

    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 104,726 shares
    Change vs previous 13F -42,683 shares

    0.02% of the 13F portfolio, value $9,568,840.

    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 147,409 shares
    Change vs previous 13F -40,921 shares

    0.02% of the 13F portfolio, value $12,714,009.

    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 188,330 shares
    Change vs previous 13F +12,696 shares

    0.03% of the 13F portfolio, value $15,976,042.

    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 175,634 shares
    Change vs previous 13F +16,502 shares

    0.03% of the 13F portfolio, value $14,763,802.

    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 159,132 shares
    Change vs previous 13F +12,376 shares

    0.03% of the 13F portfolio, value $12,399,575.

    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 146,756 shares
    Change vs previous 13F -7,320 shares

    0.03% of the 13F portfolio, value $10,377,121.

    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 154,076 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,817,652.

    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).