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CAPTRUST FINANCIAL ADVISORS: FPE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 240,907 FPE 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 240,907 shares
    Change vs previous 13F +42,938 shares

    0.01% of the 13F portfolio, value $4,307,414.

    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 197,969 shares
    Change vs previous 13F +9,106 shares

    0.01% of the 13F portfolio, value $3,513,948.

    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 188,863 shares
    Change vs previous 13F -27,194 shares

    0.01% of the 13F portfolio, value $3,441,075.

    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 216,057 shares
    Change vs previous 13F +5,299 shares

    0.01% of the 13F portfolio, value $3,940,885.

    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 210,758 shares
    Change vs previous 13F +25,458 shares

    0.01% of the 13F portfolio, value $3,751,493.

    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 185,300 shares
    Change vs previous 13F +11,733 shares

    0.01% of the 13F portfolio, value $3,259,421.

    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 173,567 shares
    Change vs previous 13F -7,049 shares

    0.01% of the 13F portfolio, value $3,072,136.

    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 180,616 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,269,145.

    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).