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CAPTRUST FINANCIAL ADVISORS: GLTR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 31,819 GLTR 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 31,819 shares
    Change vs previous 13F -961 shares

    0.01% of the 13F portfolio, value $5,763,963.

    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 32,780 shares
    Change vs previous 13F -3,082 shares

    0.01% of the 13F portfolio, value $7,169,583.

    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 35,862 shares
    Change vs previous 13F -3,219 shares

    0.01% of the 13F portfolio, value $7,373,182.

    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 39,081 shares
    Change vs previous 13F +614 shares

    0.01% of the 13F portfolio, value $6,465,898.

    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 38,467 shares
    Change vs previous 13F -10,101 shares

    0.01% of the 13F portfolio, value $5,314,249.

    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 48,568 shares
    Change vs previous 13F -2,993 shares

    0.02% of the 13F portfolio, value $6,288,099.

    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 51,561 shares
    Change vs previous 13F -676 shares

    0.02% of the 13F portfolio, value $5,661,398.

    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 52,237 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,917,930.

    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).