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CAPTRUST FINANCIAL ADVISORS: EVR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 24,356 EVR 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 24,356 shares
    Change vs previous 13F +11,411 shares

    0.01% of the 13F portfolio, value $8,315,967.

    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 12,945 shares
    Change vs previous 13F +1,588 shares

    0.01% of the 13F portfolio, value $3,862,950.

    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 11,357 shares
    Change vs previous 13F -119 shares

    0.01% of the 13F portfolio, value $3,864,063.

    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 11,476 shares
    Change vs previous 13F +1,071 shares

    0.01% of the 13F portfolio, value $3,870,926.

    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 10,405 shares
    Change vs previous 13F +3,780 shares

    0.01% of the 13F portfolio, value $2,809,690.

    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 6,625 shares
    Change vs previous 13F +564 shares

    <0.01% of the 13F portfolio, value $1,323,232.

    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 6,061 shares
    Change vs previous 13F +1,638 shares

    <0.01% of the 13F portfolio, value $1,680,151.

    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 4,423 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,120,616.

    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).