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CAPTRUST FINANCIAL ADVISORS: FDN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 54,809 FDN 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 54,809 shares
    Change vs previous 13F -2,390 shares

    0.02% of the 13F portfolio, value $14,509,038.

    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 57,199 shares
    Change vs previous 13F +2,125 shares

    0.02% of the 13F portfolio, value $13,386,282.

    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 55,074 shares
    Change vs previous 13F +351 shares

    0.03% of the 13F portfolio, value $14,824,819.

    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 54,723 shares
    Change vs previous 13F -4,406 shares

    0.03% of the 13F portfolio, value $15,313,684.

    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 59,129 shares
    Change vs previous 13F +4,495 shares

    0.04% of the 13F portfolio, value $15,925,214.

    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 54,634 shares
    Change vs previous 13F -8,800 shares

    0.03% of the 13F portfolio, value $12,136,943.

    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 63,434 shares
    Change vs previous 13F -2,767 shares

    0.04% of the 13F portfolio, value $15,425,246.

    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 66,201 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,023,358.

    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).