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CAPTRUST FINANCIAL ADVISORS: EMLP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 135,841 EMLP 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 135,841 shares
    Change vs previous 13F -10,623 shares

    0.01% of the 13F portfolio, value $5,909,093.

    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 146,464 shares
    Change vs previous 13F +1,460 shares

    0.01% of the 13F portfolio, value $6,394,632.

    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 145,004 shares
    Change vs previous 13F +1,032 shares

    0.01% of the 13F portfolio, value $5,491,317.

    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 143,972 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $5,512,681.

    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 143,977 shares
    Change vs previous 13F +1,537 shares

    0.01% of the 13F portfolio, value $5,400,574.

    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 142,440 shares
    Change vs previous 13F +233 shares

    0.01% of the 13F portfolio, value $5,340,070.

    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 142,207 shares
    Change vs previous 13F -55 shares

    0.01% of the 13F portfolio, value $5,069,683.

    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 142,262 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,780,005.

    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).