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CAPTRUST FINANCIAL ADVISORS: FDL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 36,772 FDL 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 36,772 shares
    Change vs previous 13F +2,205 shares

    <0.01% of the 13F portfolio, value $1,789,325.

    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 34,567 shares
    Change vs previous 13F -1,270 shares

    <0.01% of the 13F portfolio, value $1,755,979.

    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 35,837 shares
    Change vs previous 13F +7,699 shares

    <0.01% of the 13F portfolio, value $1,588,991.

    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 28,138 shares
    Change vs previous 13F +6,021 shares

    <0.01% of the 13F portfolio, value $1,221,452.

    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 22,117 shares
    Change vs previous 13F +7,966 shares

    <0.01% of the 13F portfolio, value $926,056.

    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 14,151 shares
    Change vs previous 13F -3,338 shares

    <0.01% of the 13F portfolio, value $614,728.

    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 17,489 shares
    Change vs previous 13F -127 shares

    <0.01% of the 13F portfolio, value $704,103.

    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 17,616 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $738,974.

    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).