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CAPTRUST FINANCIAL ADVISORS: GS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 213,232 GS 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 213,232 shares
    Change vs previous 13F +14,593 shares

    0.33% of the 13F portfolio, value $215,656,079.

    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 198,639 shares
    Change vs previous 13F +121,131 shares

    0.29% of the 13F portfolio, value $168,014,809.

    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 77,508 shares
    Change vs previous 13F +5,348 shares

    0.13% of the 13F portfolio, value $68,129,932.

    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 72,160 shares
    Change vs previous 13F +3,290 shares

    0.12% of the 13F portfolio, value $57,464,477.

    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 68,870 shares
    Change vs previous 13F +12,347 shares

    0.11% of the 13F portfolio, value $48,742,596.

    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 56,523 shares
    Change vs previous 13F +8,265 shares

    0.08% of the 13F portfolio, value $30,878,012.

    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 48,258 shares
    Change vs previous 13F +4,191 shares

    0.08% of the 13F portfolio, value $27,633,434.

    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 44,067 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $21,818,118.

    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).