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CAPTRUST FINANCIAL ADVISORS: FTLS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 62,500 FTLS 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 62,500 shares
    Change vs previous 13F -313 shares

    0.01% of the 13F portfolio, value $4,612,496.

    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 62,813 shares
    Change vs previous 13F -5,122 shares

    0.01% of the 13F portfolio, value $4,419,526.

    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 67,935 shares
    Change vs previous 13F -5,290 shares

    0.01% of the 13F portfolio, value $4,822,735.

    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 73,225 shares
    Change vs previous 13F -2,292 shares

    0.01% of the 13F portfolio, value $5,122,084.

    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 75,517 shares
    Change vs previous 13F -3,781 shares

    0.01% of the 13F portfolio, value $5,005,286.

    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 79,298 shares
    Change vs previous 13F -7,542 shares

    0.01% of the 13F portfolio, value $5,081,403.

    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 86,840 shares
    Change vs previous 13F -1,250 shares

    0.02% of the 13F portfolio, value $5,714,960.

    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 88,090 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,591,070.

    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).