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CAPTRUST FINANCIAL ADVISORS: FDS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 20,081 FDS 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 20,081 shares
    Change vs previous 13F +11,129 shares

    0.01% of the 13F portfolio, value $4,620,307.

    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 8,952 shares
    Change vs previous 13F -3,327 shares

    <0.01% of the 13F portfolio, value $1,942,532.

    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 12,279 shares
    Change vs previous 13F +6,065 shares

    0.01% of the 13F portfolio, value $3,563,287.

    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 6,214 shares
    Change vs previous 13F +1,208 shares

    <0.01% of the 13F portfolio, value $1,780,290.

    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 5,006 shares
    Change vs previous 13F +202 shares

    <0.01% of the 13F portfolio, value $2,239,017.

    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 4,804 shares
    Change vs previous 13F -97 shares

    0.01% of the 13F portfolio, value $2,183,931.

    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 4,901 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $2,354,076.

    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 4,861 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,235,470.

    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).