Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: FSCO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 56,031 FSCO 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 56,031 shares
    Change vs previous 13F -3,297 shares

    <0.01% of the 13F portfolio, value $279,593.

    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 59,328 shares
    Change vs previous 13F -28,655 shares

    <0.01% of the 13F portfolio, value $301,889.

    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 87,983 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $554,293.

    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 88,034 shares
    Change vs previous 13F -8,705 shares

    <0.01% of the 13F portfolio, value $608,316.

    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 96,739 shares
    Change vs previous 13F +40,234 shares

    <0.01% of the 13F portfolio, value $702,325.

    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 56,505 shares
    Change vs previous 13F -7,285 shares

    <0.01% of the 13F portfolio, value $398,359.

    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 63,790 shares
    Change vs previous 13F -714 shares

    <0.01% of the 13F portfolio, value $435,048.

    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 64,504 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $409,601.

    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).