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CAPTRUST FINANCIAL ADVISORS: HROW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 56,414 HROW 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 56,414 shares
    Change vs previous 13F -374 shares

    <0.01% of the 13F portfolio, value $2,395,903.

    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 56,788 shares
    Change vs previous 13F -13,171 shares

    <0.01% of the 13F portfolio, value $2,002,345.

    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 69,959 shares
    Change vs previous 13F +376 shares

    0.01% of the 13F portfolio, value $3,427,991.

    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 69,583 shares
    Change vs previous 13F -6,286 shares

    0.01% of the 13F portfolio, value $3,352,509.

    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 75,869 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $2,317,039.

    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 75,848 shares
    Change vs previous 13F +2,928 shares

    0.01% of the 13F portfolio, value $2,017,557.

    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 72,920 shares
    Change vs previous 13F -12,219 shares

    0.01% of the 13F portfolio, value $2,446,466.

    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 85,139 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,827,849.

    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).