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CAPTRUST FINANCIAL ADVISORS: IR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 16,175 IR 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 16,175 shares
    Change vs previous 13F -2,260 shares

    <0.01% of the 13F portfolio, value $1,326,159.

    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 18,435 shares
    Change vs previous 13F +389 shares

    <0.01% of the 13F portfolio, value $1,476,992.

    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 18,046 shares
    Change vs previous 13F +2,208 shares

    <0.01% of the 13F portfolio, value $1,429,619.

    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 15,838 shares
    Change vs previous 13F -731 shares

    <0.01% of the 13F portfolio, value $1,308,511.

    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 16,569 shares
    Change vs previous 13F +2,180 shares

    <0.01% of the 13F portfolio, value $1,378,186.

    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 14,389 shares
    Change vs previous 13F +1,002 shares

    <0.01% of the 13F portfolio, value $1,151,542.

    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 13,387 shares
    Change vs previous 13F +1,409 shares

    <0.01% of the 13F portfolio, value $1,210,953.

    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 11,978 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,175,762.

    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).