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Disclosery

CAPTRUST FINANCIAL ADVISORS: J position timeline

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

CAPTRUST FINANCIAL ADVISORS held 31,191 J 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 31,191 shares
    Change vs previous 13F -22,337 shares

    0.01% of the 13F portfolio, value $3,930,102.

    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 53,528 shares
    Change vs previous 13F +21,744 shares

    0.01% of the 13F portfolio, value $6,811,670.

    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 31,784 shares
    Change vs previous 13F +2,904 shares

    0.01% of the 13F portfolio, value $4,210,112.

    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 28,880 shares
    Change vs previous 13F -709 shares

    0.01% of the 13F portfolio, value $4,327,968.

    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 29,589 shares
    Change vs previous 13F +3,296 shares

    0.01% of the 13F portfolio, value $3,889,532.

    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 26,293 shares
    Change vs previous 13F -602 shares

    0.01% of the 13F portfolio, value $3,178,592.

    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 26,895 shares
    Change vs previous 13F +2,294 shares

    0.01% of the 13F portfolio, value $3,593,655.

    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 24,601 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,220,225.

    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).