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CAPTRUST FINANCIAL ADVISORS: HOOD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 74,100 HOOD 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 74,100 shares
    Change vs previous 13F -1,560 shares

    0.01% of the 13F portfolio, value $7,430,702.

    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 75,660 shares
    Change vs previous 13F +40,481 shares

    0.01% of the 13F portfolio, value $5,242,661.

    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 35,179 shares
    Change vs previous 13F -5,716 shares

    0.01% of the 13F portfolio, value $3,978,723.

    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 40,895 shares
    Change vs previous 13F -2,292 shares

    0.01% of the 13F portfolio, value $5,855,369.

    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 43,187 shares
    Change vs previous 13F +2,409 shares

    0.01% of the 13F portfolio, value $4,043,626.

    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 40,778 shares
    Change vs previous 13F -5,068 shares

    <0.01% of the 13F portfolio, value $1,697,193.

    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 45,846 shares
    Change vs previous 13F +26,904 shares

    <0.01% of the 13F portfolio, value $1,708,222.

    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 18,942 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $443,622.

    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).