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CAPTRUST FINANCIAL ADVISORS: FDHY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 15,457 FDHY 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 15,457 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $757,857.

    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 15,470 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $750,914.

    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 15,464 shares
    Change vs previous 13F -753 shares

    <0.01% of the 13F portfolio, value $762,839.

    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 16,217 shares
    Change vs previous 13F -2,875 shares

    <0.01% of the 13F portfolio, value $799,498.

    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 19,092 shares
    Change vs previous 13F -3,917 shares

    <0.01% of the 13F portfolio, value $932,644.

    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 23,009 shares
    Change vs previous 13F -2,441 shares

    <0.01% of the 13F portfolio, value $1,105,352.

    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 25,450 shares
    Change vs previous 13F -7,524 shares

    <0.01% of the 13F portfolio, value $1,227,962.

    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 32,974 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,625,948.

    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).