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Disclosery

CAPTRUST FINANCIAL ADVISORS: IP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 73,206 IP 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 73,206 shares
    Change vs previous 13F +36,130 shares

    <0.01% of the 13F portfolio, value $2,789,140.

    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 37,076 shares
    Change vs previous 13F +1,129 shares

    <0.01% of the 13F portfolio, value $1,323,571.

    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 35,947 shares
    Change vs previous 13F -6,163 shares

    <0.01% of the 13F portfolio, value $1,415,940.

    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 42,110 shares
    Change vs previous 13F -637 shares

    <0.01% of the 13F portfolio, value $1,953,907.

    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 42,747 shares
    Change vs previous 13F +5,838 shares

    <0.01% of the 13F portfolio, value $2,001,821.

    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 36,909 shares
    Change vs previous 13F -4,421 shares

    <0.01% of the 13F portfolio, value $1,969,116.

    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 41,330 shares
    Change vs previous 13F -2,957 shares

    0.01% of the 13F portfolio, value $2,224,368.

    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 44,287 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,163,409.

    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).