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CAPTRUST FINANCIAL ADVISORS: FNDA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 97,454 FNDA 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 97,454 shares
    Change vs previous 13F -4,644 shares

    0.01% of the 13F portfolio, value $3,709,084.

    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 102,098 shares
    Change vs previous 13F -6,123 shares

    0.01% of the 13F portfolio, value $3,311,023.

    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 108,221 shares
    Change vs previous 13F +12,723 shares

    0.01% of the 13F portfolio, value $3,410,032.

    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 95,498 shares
    Change vs previous 13F -3,994 shares

    0.01% of the 13F portfolio, value $2,975,728.

    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 99,492 shares
    Change vs previous 13F +1,276 shares

    0.01% of the 13F portfolio, value $2,850,450.

    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 98,216 shares
    Change vs previous 13F +5,328 shares

    0.01% of the 13F portfolio, value $2,690,131.

    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 92,888 shares
    Change vs previous 13F +52,505 shares

    0.01% of the 13F portfolio, value $2,758,761.

    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 40,383 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,405,588.

    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).