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CAPTRUST FINANCIAL ADVISORS: HLMN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 17,478 HLMN 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 17,478 shares
    Change vs previous 13F +1,371 shares

    <0.01% of the 13F portfolio, value $147,514.

    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 16,107 shares
    Change vs previous 13F -11,656 shares

    <0.01% of the 13F portfolio, value $134,001.

    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 27,763 shares
    Change vs previous 13F +5,993 shares

    <0.01% of the 13F portfolio, value $240,428.

    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 21,770 shares
    Change vs previous 13F -42 shares

    <0.01% of the 13F portfolio, value $199,849.

    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 21,812 shares
    Change vs previous 13F -1,581 shares

    <0.01% of the 13F portfolio, value $155,738.

    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 23,393 shares
    Change vs previous 13F -3,854 shares

    <0.01% of the 13F portfolio, value $205,624.

    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 27,247 shares
    Change vs previous 13F +778 shares

    <0.01% of the 13F portfolio, value $265,386.

    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 26,469 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $279,513.

    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).