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CAPTRUST FINANCIAL ADVISORS: GBTC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 38,984 GBTC 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 38,984 shares
    Change vs previous 13F -612 shares

    <0.01% of the 13F portfolio, value $1,774,552.

    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 39,596 shares
    Change vs previous 13F +1,060 shares

    <0.01% of the 13F portfolio, value $2,089,085.

    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 38,536 shares
    Change vs previous 13F -698 shares

    0.01% of the 13F portfolio, value $2,634,321.

    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 39,234 shares
    Change vs previous 13F +613 shares

    0.01% of the 13F portfolio, value $3,522,036.

    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 38,621 shares
    Change vs previous 13F -2,948 shares

    0.01% of the 13F portfolio, value $3,276,219.

    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 41,569 shares
    Change vs previous 13F -6,111 shares

    0.01% of the 13F portfolio, value $2,709,052.

    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 47,680 shares
    Change vs previous 13F -2,730 shares

    0.01% of the 13F portfolio, value $3,529,274.

    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 50,410 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,545,705.

    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).