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Disclosery

CAPTRUST FINANCIAL ADVISORS: HL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 83,940 HL 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 83,940 shares
    Change vs previous 13F +1,860 shares

    <0.01% of the 13F portfolio, value $1,295,195.

    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 82,080 shares
    Change vs previous 13F +31,481 shares

    <0.01% of the 13F portfolio, value $1,529,149.

    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 50,599 shares
    Change vs previous 13F +39,614 shares

    <0.01% of the 13F portfolio, value $971,000.

    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 10,985 shares
    Change vs previous 13F -12,666 shares

    <0.01% of the 13F portfolio, value $132,919.

    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 23,651 shares
    Change vs previous 13F +7,120 shares

    <0.01% of the 13F portfolio, value $141,670.

    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 16,531 shares
    Change vs previous 13F +5,453 shares

    <0.01% of the 13F portfolio, value $91,912.

    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 11,078 shares
    Change vs previous 13F +414 shares

    <0.01% of the 13F portfolio, value $54,392.

    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 10,664 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $71,130.

    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).