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CAPTRUST FINANCIAL ADVISORS: HTD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 545,914 HTD 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 545,914 shares
    Change vs previous 13F +52,912 shares

    0.02% of the 13F portfolio, value $13,915,348.

    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 493,002 shares
    Change vs previous 13F +30,689 shares

    0.02% of the 13F portfolio, value $12,211,660.

    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 462,313 shares
    Change vs previous 13F -19,238 shares

    0.02% of the 13F portfolio, value $10,938,326.

    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 481,551 shares
    Change vs previous 13F +4,696 shares

    0.02% of the 13F portfolio, value $11,942,465.

    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 476,855 shares
    Change vs previous 13F -14,391 shares

    0.02% of the 13F portfolio, value $11,153,638.

    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 491,246 shares
    Change vs previous 13F +36,827 shares

    0.03% of the 13F portfolio, value $11,755,517.

    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 454,419 shares
    Change vs previous 13F +274,236 shares

    0.03% of the 13F portfolio, value $10,006,306.

    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 180,183 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,183,849.

    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).