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CAPTRUST FINANCIAL ADVISORS: IT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 30,619 IT 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 30,619 shares
    Change vs previous 13F +3,549 shares

    0.01% of the 13F portfolio, value $3,968,782.

    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 27,070 shares
    Change vs previous 13F +7,611 shares

    0.01% of the 13F portfolio, value $4,286,432.

    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 19,459 shares
    Change vs previous 13F -5,170 shares

    0.01% of the 13F portfolio, value $4,909,104.

    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 24,629 shares
    Change vs previous 13F -6,097 shares

    0.01% of the 13F portfolio, value $6,474,120.

    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 30,726 shares
    Change vs previous 13F +1,672 shares

    0.03% of the 13F portfolio, value $12,420,052.

    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 29,054 shares
    Change vs previous 13F +22,983 shares

    0.03% of the 13F portfolio, value $12,195,010.

    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 6,071 shares
    Change vs previous 13F -1,022 shares

    0.01% of the 13F portfolio, value $2,941,213.

    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 7,093 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,594,226.

    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).