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CAPTRUST FINANCIAL ADVISORS: FSV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 214,245 FSV 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 214,245 shares
    Change vs previous 13F -25,270 shares

    0.05% of the 13F portfolio, value $30,446,288.

    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 239,515 shares
    Change vs previous 13F -12,657 shares

    0.06% of the 13F portfolio, value $33,277,451.

    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 252,172 shares
    Change vs previous 13F +4,241 shares

    0.07% of the 13F portfolio, value $39,220,253.

    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 247,931 shares
    Change vs previous 13F +7,136 shares

    0.1% of the 13F portfolio, value $47,228,461.

    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 240,795 shares
    Change vs previous 13F +1,162 shares

    0.09% of the 13F portfolio, value $42,047,701.

    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 239,633 shares
    Change vs previous 13F +236,912 shares

    0.1% of the 13F portfolio, value $39,767,135.

    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 2,721 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $492,550.

    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 2,688 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $490,447.

    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).