Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: ERIC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 24,806 ERIC 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 24,806 shares
    Change vs previous 13F -386 shares

    <0.01% of the 13F portfolio, value $276,585.

    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 25,192 shares
    Change vs previous 13F +3,472 shares

    <0.01% of the 13F portfolio, value $283,917.

    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 21,720 shares
    Change vs previous 13F +268 shares

    <0.01% of the 13F portfolio, value $209,593.

    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 21,452 shares
    Change vs previous 13F -2,220 shares

    <0.01% of the 13F portfolio, value $177,410.

    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 23,672 shares
    Change vs previous 13F -3,841 shares

    <0.01% of the 13F portfolio, value $200,740.

    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 27,513 shares
    Change vs previous 13F +16,587 shares

    <0.01% of the 13F portfolio, value $213,497.

    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 10,926 shares
    Change vs previous 13F -13,941 shares

    <0.01% of the 13F portfolio, value $88,060.

    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 24,867 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $188,488.

    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).