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CAPTRUST FINANCIAL ADVISORS: EFV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 464,429 EFV 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 464,429 shares
    Change vs previous 13F -9,601 shares

    0.05% of the 13F portfolio, value $35,552,017.

    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 474,030 shares
    Change vs previous 13F +6,112 shares

    0.06% of the 13F portfolio, value $35,243,656.

    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 467,918 shares
    Change vs previous 13F -115,422 shares

    0.06% of the 13F portfolio, value $33,414,024.

    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 583,340 shares
    Change vs previous 13F +67,197 shares

    0.08% of the 13F portfolio, value $39,567,920.

    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 516,143 shares
    Change vs previous 13F +18,439 shares

    0.07% of the 13F portfolio, value $32,764,770.

    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 497,704 shares
    Change vs previous 13F +2,853 shares

    0.07% of the 13F portfolio, value $29,334,655.

    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 494,851 shares
    Change vs previous 13F +74,774 shares

    0.07% of the 13F portfolio, value $25,964,843.

    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 420,077 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $24,167,029.

    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).