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CAPTRUST FINANCIAL ADVISORS: FBND position timeline

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

CAPTRUST FINANCIAL ADVISORS held 60,818 FBND 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 60,818 shares
    Change vs previous 13F -1,843 shares

    <0.01% of the 13F portfolio, value $2,766,621.

    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 62,661 shares
    Change vs previous 13F -6,318 shares

    0.01% of the 13F portfolio, value $2,858,613.

    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 68,979 shares
    Change vs previous 13F -3,805 shares

    0.01% of the 13F portfolio, value $3,175,775.

    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 72,784 shares
    Change vs previous 13F +6,310 shares

    0.01% of the 13F portfolio, value $3,365,528.

    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 66,474 shares
    Change vs previous 13F -2,944 shares

    0.01% of the 13F portfolio, value $3,041,171.

    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 69,418 shares
    Change vs previous 13F +977 shares

    0.01% of the 13F portfolio, value $3,168,951.

    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 68,441 shares
    Change vs previous 13F -11,611 shares

    0.01% of the 13F portfolio, value $3,070,945.

    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 80,052 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,741,646.

    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).