Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: HLI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 7,050 HLI 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 7,050 shares
    Change vs previous 13F +2,090 shares

    <0.01% of the 13F portfolio, value $945,618.

    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 4,960 shares
    Change vs previous 13F -283 shares

    <0.01% of the 13F portfolio, value $712,355.

    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 5,243 shares
    Change vs previous 13F -58 shares

    <0.01% of the 13F portfolio, value $913,278.

    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 5,301 shares
    Change vs previous 13F +440 shares

    <0.01% of the 13F portfolio, value $1,088,401.

    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 4,861 shares
    Change vs previous 13F -101 shares

    <0.01% of the 13F portfolio, value $874,737.

    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 4,962 shares
    Change vs previous 13F +54 shares

    <0.01% of the 13F portfolio, value $801,363.

    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 4,908 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $852,323.

    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 4,902 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $774,614.

    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).