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CAPTRUST FINANCIAL ADVISORS: FND position timeline

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

CAPTRUST FINANCIAL ADVISORS held 22,194 FND 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 22,194 shares
    Change vs previous 13F +7,330 shares

    <0.01% of the 13F portfolio, value $1,317,436.

    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 14,864 shares
    Change vs previous 13F +590 shares

    <0.01% of the 13F portfolio, value $755,091.

    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 14,274 shares
    Change vs previous 13F -1,369 shares

    <0.01% of the 13F portfolio, value $869,144.

    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 15,643 shares
    Change vs previous 13F -83 shares

    <0.01% of the 13F portfolio, value $1,152,889.

    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 15,726 shares
    Change vs previous 13F +641 shares

    <0.01% of the 13F portfolio, value $1,194,547.

    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 15,085 shares
    Change vs previous 13F -4,996 shares

    <0.01% of the 13F portfolio, value $1,213,890.

    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 20,081 shares
    Change vs previous 13F -3,934 shares

    0.01% of the 13F portfolio, value $2,002,076.

    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 24,015 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,981,943.

    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).