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CAPTRUST FINANCIAL ADVISORS: FLEX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 37,185 FLEX 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 37,185 shares
    Change vs previous 13F -34,236 shares

    0.01% of the 13F portfolio, value $6,026,547.

    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 71,421 shares
    Change vs previous 13F +26,078 shares

    0.01% of the 13F portfolio, value $4,675,185.

    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 45,343 shares
    Change vs previous 13F +3,770 shares

    0.01% of the 13F portfolio, value $2,739,629.

    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 41,573 shares
    Change vs previous 13F -8,897 shares

    <0.01% of the 13F portfolio, value $2,409,965.

    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 50,470 shares
    Change vs previous 13F +488 shares

    0.01% of the 13F portfolio, value $2,519,473.

    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 49,982 shares
    Change vs previous 13F +11,674 shares

    <0.01% of the 13F portfolio, value $1,653,411.

    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 38,308 shares
    Change vs previous 13F +3,090 shares

    <0.01% of the 13F portfolio, value $1,470,652.

    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 35,218 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,177,345.

    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).