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CAPTRUST FINANCIAL ADVISORS: FRDM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 26,602 FRDM 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 26,602 shares
    Change vs previous 13F +2,090 shares

    <0.01% of the 13F portfolio, value $1,939,255.

    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 24,512 shares
    Change vs previous 13F +1,995 shares

    <0.01% of the 13F portfolio, value $1,338,445.

    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 22,517 shares
    Change vs previous 13F +1,100 shares

    <0.01% of the 13F portfolio, value $1,154,441.

    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 21,417 shares
    Change vs previous 13F +671 shares

    <0.01% of the 13F portfolio, value $948,977.

    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 20,746 shares
    Change vs previous 13F +5,710 shares

    <0.01% of the 13F portfolio, value $838,128.

    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 15,036 shares
    Change vs previous 13F +2,343 shares

    <0.01% of the 13F portfolio, value $527,036.

    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 12,693 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $414,811.

    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 12,691 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $454,097.

    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).