Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: EVI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 128,223 EVI 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 128,223 shares
    Change vs previous 13F -1,986 shares

    <0.01% of the 13F portfolio, value $1,895,136.

    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 130,209 shares
    Change vs previous 13F -5,452 shares

    <0.01% of the 13F portfolio, value $2,679,701.

    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 135,661 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $3,342,687.

    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 135,663 shares
    Change vs previous 13F -7,592 shares

    0.01% of the 13F portfolio, value $4,288,307.

    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 143,255 shares
    Change vs previous 13F -1,278 shares

    0.01% of the 13F portfolio, value $3,127,257.

    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 144,533 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $2,425,264.

    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 144,514 shares
    Change vs previous 13F +5,529 shares

    0.01% of the 13F portfolio, value $2,362,804.

    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 138,985 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,686,580.

    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).