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CAPTRUST FINANCIAL ADVISORS: HDB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 91,055 HDB 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 91,055 shares
    Change vs previous 13F -70,786 shares

    <0.01% of the 13F portfolio, value $2,351,940.

    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 161,841 shares
    Change vs previous 13F -14,839 shares

    0.01% of the 13F portfolio, value $4,026,612.

    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 176,680 shares
    Change vs previous 13F +74,526 shares

    0.01% of the 13F portfolio, value $6,455,898.

    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 102,154 shares
    Change vs previous 13F +53,469 shares

    0.01% of the 13F portfolio, value $3,489,592.

    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 48,685 shares
    Change vs previous 13F +418 shares

    0.01% of the 13F portfolio, value $3,732,680.

    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 48,267 shares
    Change vs previous 13F +4,844 shares

    0.01% of the 13F portfolio, value $3,206,848.

    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 43,423 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $2,772,982.

    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 43,434 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,717,231.

    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).