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CAPTRUST FINANCIAL ADVISORS: ESGU position timeline

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

CAPTRUST FINANCIAL ADVISORS held 53,396 ESGU 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 53,396 shares
    Change vs previous 13F -442 shares

    0.01% of the 13F portfolio, value $8,739,318.

    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 53,838 shares
    Change vs previous 13F +2,742 shares

    0.01% of the 13F portfolio, value $7,613,812.

    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 51,096 shares
    Change vs previous 13F -17,377 shares

    0.01% of the 13F portfolio, value $7,612,305.

    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 68,473 shares
    Change vs previous 13F +13,814 shares

    0.02% of the 13F portfolio, value $9,969,615.

    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 54,659 shares
    Change vs previous 13F -658 shares

    0.02% of the 13F portfolio, value $7,395,334.

    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 55,317 shares
    Change vs previous 13F +8,010 shares

    0.02% of the 13F portfolio, value $6,743,678.

    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 47,307 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $6,094,152.

    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 47,338 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,973,051.

    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).