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CAPTRUST FINANCIAL ADVISORS: GIS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 235,985 GIS 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 235,985 shares
    Change vs previous 13F +54,318 shares

    0.01% of the 13F portfolio, value $8,212,279.

    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 181,667 shares
    Change vs previous 13F +3,442 shares

    0.01% of the 13F portfolio, value $6,761,496.

    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 178,225 shares
    Change vs previous 13F -150,259 shares

    0.02% of the 13F portfolio, value $8,287,467.

    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 328,484 shares
    Change vs previous 13F +1,162 shares

    0.03% of the 13F portfolio, value $16,562,154.

    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 327,322 shares
    Change vs previous 13F -77,992 shares

    0.04% of the 13F portfolio, value $16,958,569.

    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 405,314 shares
    Change vs previous 13F +24,075 shares

    0.06% of the 13F portfolio, value $24,233,701.

    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 381,239 shares
    Change vs previous 13F +45,623 shares

    0.07% of the 13F portfolio, value $24,311,598.

    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 335,616 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $24,785,255.

    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).