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CAPTRUST FINANCIAL ADVISORS: ET position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,011,197 ET 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 1,011,197 shares
    Change vs previous 13F +212,967 shares

    0.03% of the 13F portfolio, value $19,334,081.

    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 798,230 shares
    Change vs previous 13F +35,358 shares

    0.03% of the 13F portfolio, value $15,415,400.

    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 762,872 shares
    Change vs previous 13F +245,811 shares

    0.02% of the 13F portfolio, value $12,579,757.

    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 517,061 shares
    Change vs previous 13F +4,943 shares

    0.02% of the 13F portfolio, value $8,872,761.

    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 512,118 shares
    Change vs previous 13F +33,911 shares

    0.02% of the 13F portfolio, value $9,284,705.

    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 478,207 shares
    Change vs previous 13F -15,719 shares

    0.02% of the 13F portfolio, value $8,889,866.

    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 493,926 shares
    Change vs previous 13F -8,560 shares

    0.03% of the 13F portfolio, value $9,676,020.

    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 502,486 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,064,894.

    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).