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CAPTRUST FINANCIAL ADVISORS: ERIE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 2,451 ERIE 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 2,451 shares
    Change vs previous 13F +449 shares

    <0.01% of the 13F portfolio, value $587,627.

    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 2,002 shares
    Change vs previous 13F +472 shares

    <0.01% of the 13F portfolio, value $503,123.

    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 1,530 shares
    Change vs previous 13F -1,346 shares

    <0.01% of the 13F portfolio, value $438,574.

    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 2,876 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $915,028.

    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 2,884 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $1,000,142.

    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 2,897 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $1,214,112.

    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 2,925 shares
    Change vs previous 13F +1,548 shares

    <0.01% of the 13F portfolio, value $1,205,895.

    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 1,377 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $743,493.

    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).