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Disclosery

CAPTRUST FINANCIAL ADVISORS: EW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 60,926 EW 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 60,926 shares
    Change vs previous 13F +4,280 shares

    0.01% of the 13F portfolio, value $5,511,356.

    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 56,646 shares
    Change vs previous 13F -2,525 shares

    0.01% of the 13F portfolio, value $4,536,088.

    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 59,171 shares
    Change vs previous 13F +1,122 shares

    0.01% of the 13F portfolio, value $5,044,310.

    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 58,049 shares
    Change vs previous 13F +6,985 shares

    0.01% of the 13F portfolio, value $4,514,434.

    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 51,064 shares
    Change vs previous 13F +855 shares

    0.01% of the 13F portfolio, value $3,993,694.

    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 50,209 shares
    Change vs previous 13F +506 shares

    0.01% of the 13F portfolio, value $3,639,145.

    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 49,703 shares
    Change vs previous 13F +5,248 shares

    0.01% of the 13F portfolio, value $3,679,510.

    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 44,455 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,933,597.

    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).