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CAPTRUST FINANCIAL ADVISORS: EQH position timeline

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

CAPTRUST FINANCIAL ADVISORS held 7,496 EQH 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 7,496 shares
    Change vs previous 13F -6,668 shares

    <0.01% of the 13F portfolio, value $328,906.

    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 14,164 shares
    Change vs previous 13F +5,590 shares

    <0.01% of the 13F portfolio, value $525,475.

    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 8,574 shares
    Change vs previous 13F +1,356 shares

    <0.01% of the 13F portfolio, value $408,547.

    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 7,218 shares
    Change vs previous 13F +885 shares

    <0.01% of the 13F portfolio, value $366,539.

    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 6,333 shares
    Change vs previous 13F -571 shares

    <0.01% of the 13F portfolio, value $355,289.

    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 6,904 shares
    Change vs previous 13F +2,083 shares

    <0.01% of the 13F portfolio, value $359,634.

    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 4,821 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $227,409.

    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).