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CAPTRUST FINANCIAL ADVISORS: F position timeline

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

CAPTRUST FINANCIAL ADVISORS held 397,857 F 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 397,857 shares
    Change vs previous 13F -14,155 shares

    0.01% of the 13F portfolio, value $5,530,209.

    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 412,012 shares
    Change vs previous 13F -5,567 shares

    0.01% of the 13F portfolio, value $4,754,616.

    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 417,579 shares
    Change vs previous 13F +43,139 shares

    0.01% of the 13F portfolio, value $5,478,631.

    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 374,440 shares
    Change vs previous 13F -23,486 shares

    0.01% of the 13F portfolio, value $4,478,307.

    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 397,926 shares
    Change vs previous 13F +21,208 shares

    0.01% of the 13F portfolio, value $4,317,499.

    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 376,718 shares
    Change vs previous 13F +13,004 shares

    0.01% of the 13F portfolio, value $3,778,480.

    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 363,714 shares
    Change vs previous 13F +18,352 shares

    0.01% of the 13F portfolio, value $3,600,770.

    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 345,362 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,647,024.

    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).