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CAPTRUST FINANCIAL ADVISORS: GBCI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 26,511 GBCI 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 26,511 shares
    Change vs previous 13F +637 shares

    <0.01% of the 13F portfolio, value $1,367,434.

    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 25,874 shares
    Change vs previous 13F +604 shares

    <0.01% of the 13F portfolio, value $1,155,783.

    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 25,270 shares
    Change vs previous 13F +849 shares

    <0.01% of the 13F portfolio, value $1,113,159.

    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 24,421 shares
    Change vs previous 13F +155 shares

    <0.01% of the 13F portfolio, value $1,188,589.

    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 24,266 shares
    Change vs previous 13F -19,112 shares

    <0.01% of the 13F portfolio, value $1,045,383.

    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 43,378 shares
    Change vs previous 13F +12,616 shares

    <0.01% of the 13F portfolio, value $1,918,197.

    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 30,762 shares
    Change vs previous 13F +5,369 shares

    <0.01% of the 13F portfolio, value $1,544,893.

    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 25,393 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,160,480.

    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).