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CAPTRUST FINANCIAL ADVISORS: HTRB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 431,689 HTRB 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 431,689 shares
    Change vs previous 13F -154,771 shares

    0.02% of the 13F portfolio, value $14,563,044.

    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 586,460 shares
    Change vs previous 13F +162,117 shares

    0.03% of the 13F portfolio, value $19,786,681.

    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 424,343 shares
    Change vs previous 13F -56,419 shares

    0.03% of the 13F portfolio, value $14,491,326.

    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 480,762 shares
    Change vs previous 13F +4,072 shares

    0.03% of the 13F portfolio, value $16,485,326.

    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 476,690 shares
    Change vs previous 13F +249,380 shares

    0.04% of the 13F portfolio, value $16,145,503.

    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 227,310 shares
    Change vs previous 13F -2,796 shares

    0.02% of the 13F portfolio, value $7,696,731.

    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 230,106 shares
    Change vs previous 13F +21,703 shares

    0.02% of the 13F portfolio, value $7,669,417.

    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 208,403 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,285,781.

    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).