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CAPTRUST FINANCIAL ADVISORS: III position timeline

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

CAPTRUST FINANCIAL ADVISORS held 176,945 III 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 176,945 shares
    Change vs previous 13F +1,547 shares

    <0.01% of the 13F portfolio, value $727,244.

    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 175,398 shares
    Change vs previous 13F -12,932 shares

    <0.01% of the 13F portfolio, value $673,530.

    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 188,330 shares
    Change vs previous 13F -37,270 shares

    <0.01% of the 13F portfolio, value $1,088,546.

    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 225,600 shares
    Change vs previous 13F -14,664 shares

    <0.01% of the 13F portfolio, value $1,297,200.

    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 240,264 shares
    Change vs previous 13F -8,914 shares

    <0.01% of the 13F portfolio, value $1,153,267.

    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 249,178 shares
    Change vs previous 13F -10,423 shares

    <0.01% of the 13F portfolio, value $974,286.

    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 259,601 shares
    Change vs previous 13F +257 shares

    <0.01% of the 13F portfolio, value $867,067.

    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 259,344 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $855,835.

    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).