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CAPTRUST FINANCIAL ADVISORS: EQBK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 32,891 EQBK 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 32,891 shares
    Change vs previous 13F +15,290 shares

    <0.01% of the 13F portfolio, value $1,611,330.

    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 17,601 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $781,655.

    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 17,615 shares
    Change vs previous 13F -19,447 shares

    <0.01% of the 13F portfolio, value $786,510.

    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 37,062 shares
    Change vs previous 13F +442 shares

    <0.01% of the 13F portfolio, value $1,508,423.

    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 36,620 shares
    Change vs previous 13F +132 shares

    <0.01% of the 13F portfolio, value $1,494,096.

    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 36,488 shares
    Change vs previous 13F +134 shares

    <0.01% of the 13F portfolio, value $1,437,627.

    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 36,354 shares
    Change vs previous 13F -1,381 shares

    <0.01% of the 13F portfolio, value $1,542,137.

    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 37,735 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,542,607.

    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).