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CAPTRUST FINANCIAL ADVISORS: FLOT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 309,081 FLOT 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 309,081 shares
    Change vs previous 13F -25,647 shares

    0.02% of the 13F portfolio, value $15,778,610.

    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 334,728 shares
    Change vs previous 13F +32,484 shares

    0.03% of the 13F portfolio, value $17,054,413.

    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 302,244 shares
    Change vs previous 13F -8,763 shares

    0.03% of the 13F portfolio, value $15,372,145.

    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 311,007 shares
    Change vs previous 13F -66,045 shares

    0.03% of the 13F portfolio, value $15,887,803.

    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 377,052 shares
    Change vs previous 13F -44,932 shares

    0.04% of the 13F portfolio, value $19,237,211.

    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 421,984 shares
    Change vs previous 13F +4,119 shares

    0.05% of the 13F portfolio, value $21,542,258.

    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 417,865 shares
    Change vs previous 13F +31,216 shares

    0.06% of the 13F portfolio, value $21,260,971.

    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 386,649 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,734,553.

    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).