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CAPTRUST FINANCIAL ADVISORS: HYDB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 116,964 HYDB 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 116,964 shares
    Change vs previous 13F -25,062 shares

    0.01% of the 13F portfolio, value $5,470,384.

    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 142,026 shares
    Change vs previous 13F -18,458 shares

    0.01% of the 13F portfolio, value $6,607,042.

    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 160,484 shares
    Change vs previous 13F -17,126 shares

    0.01% of the 13F portfolio, value $7,598,940.

    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 177,610 shares
    Change vs previous 13F -72,523 shares

    0.02% of the 13F portfolio, value $8,497,766.

    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 250,133 shares
    Change vs previous 13F -239,248 shares

    0.03% of the 13F portfolio, value $11,874,273.

    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 489,381 shares
    Change vs previous 13F -159,603 shares

    0.06% of the 13F portfolio, value $23,044,782.

    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 648,984 shares
    Change vs previous 13F +10,030 shares

    0.09% of the 13F portfolio, value $30,508,747.

    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 638,954 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $30,708,028.

    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).