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CAPTRUST FINANCIAL ADVISORS: HOMB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 36,938 HOMB 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 36,938 shares
    Change vs previous 13F +15,820 shares

    <0.01% of the 13F portfolio, value $1,054,582.

    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 21,118 shares
    Change vs previous 13F -8,912 shares

    <0.01% of the 13F portfolio, value $568,704.

    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 30,030 shares
    Change vs previous 13F +1,288 shares

    <0.01% of the 13F portfolio, value $834,245.

    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 28,742 shares
    Change vs previous 13F +9,853 shares

    <0.01% of the 13F portfolio, value $813,399.

    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 18,889 shares
    Change vs previous 13F -387 shares

    <0.01% of the 13F portfolio, value $537,581.

    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 19,276 shares
    Change vs previous 13F -9,243 shares

    <0.01% of the 13F portfolio, value $544,933.

    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 28,519 shares
    Change vs previous 13F -54 shares

    <0.01% of the 13F portfolio, value $807,088.

    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 28,573 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $774,043.

    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).