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Disclosery

CAPTRUST FINANCIAL ADVISORS: FOUR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 10,442 FOUR 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 10,442 shares
    Change vs previous 13F -365 shares

    <0.01% of the 13F portfolio, value $507,899.

    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 10,807 shares
    Change vs previous 13F -1,019 shares

    <0.01% of the 13F portfolio, value $472,590.

    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 11,826 shares
    Change vs previous 13F -4,210 shares

    <0.01% of the 13F portfolio, value $744,683.

    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 16,036 shares
    Change vs previous 13F -914 shares

    <0.01% of the 13F portfolio, value $1,241,186.

    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 16,950 shares
    Change vs previous 13F +3,863 shares

    <0.01% of the 13F portfolio, value $1,679,914.

    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 13,087 shares
    Change vs previous 13F +447 shares

    <0.01% of the 13F portfolio, value $1,069,339.

    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 12,640 shares
    Change vs previous 13F -1,975 shares

    <0.01% of the 13F portfolio, value $1,311,779.

    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 14,615 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,294,889.

    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).