Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: FR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 26,816 FR 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 26,816 shares
    Change vs previous 13F +530 shares

    <0.01% of the 13F portfolio, value $1,644,104.

    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 26,286 shares
    Change vs previous 13F +6,080 shares

    <0.01% of the 13F portfolio, value $1,520,589.

    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 20,206 shares
    Change vs previous 13F +1,193 shares

    <0.01% of the 13F portfolio, value $1,157,212.

    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 19,013 shares
    Change vs previous 13F +4,970 shares

    <0.01% of the 13F portfolio, value $978,599.

    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 14,043 shares
    Change vs previous 13F +7,711 shares

    <0.01% of the 13F portfolio, value $675,890.

    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 6,332 shares
    Change vs previous 13F +2,281 shares

    <0.01% of the 13F portfolio, value $341,667.

    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 4,051 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,069.

    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).