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CAPTRUST FINANCIAL ADVISORS: FLO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 32,639 FLO 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 32,639 shares
    Change vs previous 13F +6,681 shares

    <0.01% of the 13F portfolio, value $257,850.

    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 25,958 shares
    Change vs previous 13F +1,628 shares

    <0.01% of the 13F portfolio, value $211,580.

    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 24,330 shares
    Change vs previous 13F +9,838 shares

    <0.01% of the 13F portfolio, value $264,705.

    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 14,492 shares
    Change vs previous 13F -734 shares

    <0.01% of the 13F portfolio, value $189,114.

    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 15,226 shares
    Change vs previous 13F -37,848 shares

    <0.01% of the 13F portfolio, value $243,306.

    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 53,074 shares
    Change vs previous 13F +40,202 shares

    <0.01% of the 13F portfolio, value $1,008,946.

    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 12,872 shares
    Change vs previous 13F -2,914 shares

    <0.01% of the 13F portfolio, value $265,946.

    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 15,786 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $364,171.

    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).