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CAPTRUST FINANCIAL ADVISORS: FNDB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 50,850 FNDB 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 50,850 shares
    Change vs previous 13F -716 shares

    <0.01% of the 13F portfolio, value $1,548,890.

    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 51,566 shares
    Change vs previous 13F -5,250 shares

    <0.01% of the 13F portfolio, value $1,402,594.

    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 56,816 shares
    Change vs previous 13F +1,107 shares

    <0.01% of the 13F portfolio, value $1,509,600.

    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 55,709 shares
    Change vs previous 13F -5,079 shares

    <0.01% of the 13F portfolio, value $1,433,949.

    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 60,788 shares
    Change vs previous 13F -15,761 shares

    <0.01% of the 13F portfolio, value $1,457,684.

    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 76,549 shares
    Change vs previous 13F -6,646 shares

    <0.01% of the 13F portfolio, value $1,761,381.

    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 83,195 shares
    Change vs previous 13F +55,089 shares

    0.01% of the 13F portfolio, value $1,935,116.

    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 28,106 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,977,819.

    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).