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CAPTRUST FINANCIAL ADVISORS: HLN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 263,202 HLN 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 263,202 shares
    Change vs previous 13F -108,500 shares

    <0.01% of the 13F portfolio, value $2,455,677.

    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 371,702 shares
    Change vs previous 13F +41,526 shares

    0.01% of the 13F portfolio, value $3,720,731.

    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 330,176 shares
    Change vs previous 13F +86,679 shares

    0.01% of the 13F portfolio, value $3,338,079.

    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 243,497 shares
    Change vs previous 13F -25,539 shares

    <0.01% of the 13F portfolio, value $2,184,170.

    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 269,036 shares
    Change vs previous 13F +2,376 shares

    0.01% of the 13F portfolio, value $2,789,903.

    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 266,660 shares
    Change vs previous 13F -30,293 shares

    0.01% of the 13F portfolio, value $2,743,935.

    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 296,953 shares
    Change vs previous 13F -5,410 shares

    0.01% of the 13F portfolio, value $2,832,935.

    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 302,363 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,199,004.

    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).