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CAPTRUST FINANCIAL ADVISORS: GPIX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 84,458 GPIX 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 84,458 shares
    Change vs previous 13F +14,518 shares

    0.01% of the 13F portfolio, value $4,693,304.

    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 69,940 shares
    Change vs previous 13F +10,876 shares

    0.01% of the 13F portfolio, value $3,499,806.

    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 59,064 shares
    Change vs previous 13F +1,697 shares

    0.01% of the 13F portfolio, value $3,118,567.

    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 57,367 shares
    Change vs previous 13F +6,602 shares

    0.01% of the 13F portfolio, value $2,996,295.

    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 50,765 shares
    Change vs previous 13F +7,858 shares

    0.01% of the 13F portfolio, value $2,529,107.

    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 42,907 shares
    Change vs previous 13F +1,032 shares

    0.01% of the 13F portfolio, value $1,999,893.

    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 41,875 shares
    Change vs previous 13F +2,382 shares

    0.01% of the 13F portfolio, value $2,070,696.

    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 39,493 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,938,691.

    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).