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Disclosery

CAPTRUST FINANCIAL ADVISORS: HR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 88,113 HR 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 88,113 shares
    Change vs previous 13F +16,963 shares

    <0.01% of the 13F portfolio, value $1,777,236.

    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 71,150 shares
    Change vs previous 13F +19,983 shares

    <0.01% of the 13F portfolio, value $1,208,714.

    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 51,167 shares
    Change vs previous 13F +2,044 shares

    <0.01% of the 13F portfolio, value $867,272.

    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 49,123 shares
    Change vs previous 13F +23,427 shares

    <0.01% of the 13F portfolio, value $885,686.

    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 25,696 shares
    Change vs previous 13F +2,488 shares

    <0.01% of the 13F portfolio, value $407,533.

    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 23,208 shares
    Change vs previous 13F -8,360 shares

    <0.01% of the 13F portfolio, value $392,224.

    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 31,568 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $535,072.

    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 31,562 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $572,844.

    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).