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CAPTRUST FINANCIAL ADVISORS: FSK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 137,173 FSK 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 137,173 shares
    Change vs previous 13F -1,617 shares

    <0.01% of the 13F portfolio, value $1,440,316.

    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 138,790 shares
    Change vs previous 13F +113,419 shares

    <0.01% of the 13F portfolio, value $1,412,881.

    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 25,371 shares
    Change vs previous 13F -2,339 shares

    <0.01% of the 13F portfolio, value $375,742.

    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 27,710 shares
    Change vs previous 13F -136,798 shares

    <0.01% of the 13F portfolio, value $413,716.

    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 164,508 shares
    Change vs previous 13F +1,386 shares

    0.01% of the 13F portfolio, value $3,413,539.

    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 163,122 shares
    Change vs previous 13F -4,184 shares

    0.01% of the 13F portfolio, value $3,417,407.

    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 167,306 shares
    Change vs previous 13F -10,653 shares

    0.01% of the 13F portfolio, value $3,633,880.

    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 177,959 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,511,124.

    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).