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CAPTRUST FINANCIAL ADVISORS: FHLC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 3,365 FHLC 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 3,365 shares
    Change vs previous 13F -643 shares

    <0.01% of the 13F portfolio, value $259,972.

    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 4,008 shares
    Change vs previous 13F -432 shares

    <0.01% of the 13F portfolio, value $281,972.

    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 4,440 shares
    Change vs previous 13F -147 shares

    <0.01% of the 13F portfolio, value $329,773.

    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 4,587 shares
    Change vs previous 13F +644 shares

    <0.01% of the 13F portfolio, value $306,711.

    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 3,943 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,158.

    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).