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CAPTRUST FINANCIAL ADVISORS: FTI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 143,289 FTI 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 143,289 shares
    Change vs previous 13F +1,196 shares

    0.01% of the 13F portfolio, value $9,500,046.

    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 142,093 shares
    Change vs previous 13F +10,895 shares

    0.02% of the 13F portfolio, value $9,821,935.

    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 131,198 shares
    Change vs previous 13F +13,910 shares

    0.01% of the 13F portfolio, value $5,846,180.

    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 117,288 shares
    Change vs previous 13F +26,193 shares

    0.01% of the 13F portfolio, value $4,627,027.

    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 91,095 shares
    Change vs previous 13F +23,034 shares

    0.01% of the 13F portfolio, value $3,137,317.

    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 68,061 shares
    Change vs previous 13F +5,330 shares

    0.01% of the 13F portfolio, value $2,156,853.

    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 62,731 shares
    Change vs previous 13F +21,990 shares

    0.01% of the 13F portfolio, value $1,815,435.

    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 40,741 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,068,636.

    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).