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CAPTRUST FINANCIAL ADVISORS: IBDR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,415,924 IBDR 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 1,415,924 shares
    Change vs previous 13F -128,250 shares

    0.05% of the 13F portfolio, value $34,307,849.

    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 1,544,174 shares
    Change vs previous 13F -1,373,141 shares

    0.07% of the 13F portfolio, value $37,430,772.

    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 2,917,315 shares
    Change vs previous 13F +1,418,828 shares

    0.13% of the 13F portfolio, value $70,686,537.

    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 1,498,487 shares
    Change vs previous 13F +91,867 shares

    0.07% of the 13F portfolio, value $36,413,243.

    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 1,406,620 shares
    Change vs previous 13F +234,883 shares

    0.08% of the 13F portfolio, value $34,110,526.

    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 1,171,737 shares
    Change vs previous 13F +285,311 shares

    0.07% of the 13F portfolio, value $28,367,745.

    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 886,426 shares
    Change vs previous 13F +194,406 shares

    0.06% of the 13F portfolio, value $21,336,277.

    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 692,020 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,816,097.

    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).