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CAPTRUST FINANCIAL ADVISORS: FLMI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 29,857 FLMI 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 29,857 shares
    Change vs previous 13F -899 shares

    <0.01% of the 13F portfolio, value $751,512.

    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 30,756 shares
    Change vs previous 13F -9,207 shares

    <0.01% of the 13F portfolio, value $762,432.

    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 39,963 shares
    Change vs previous 13F -5,696 shares

    <0.01% of the 13F portfolio, value $993,874.

    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 45,659 shares
    Change vs previous 13F -2,581 shares

    <0.01% of the 13F portfolio, value $1,130,984.

    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 48,240 shares
    Change vs previous 13F -22,835 shares

    <0.01% of the 13F portfolio, value $1,170,299.

    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 71,075 shares
    Change vs previous 13F +315 shares

    <0.01% of the 13F portfolio, value $1,737,067.

    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 70,760 shares
    Change vs previous 13F -3,028 shares

    <0.01% of the 13F portfolio, value $1,729,020.

    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 73,788 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,845,428.

    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).