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CAPTRUST FINANCIAL ADVISORS: JEF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 302,201 JEF 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 302,201 shares
    Change vs previous 13F -16,641 shares

    0.02% of the 13F portfolio, value $15,104,008.

    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 318,842 shares
    Change vs previous 13F -29,491 shares

    0.02% of the 13F portfolio, value $13,154,517.

    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 348,333 shares
    Change vs previous 13F +17,752 shares

    0.04% of the 13F portfolio, value $21,586,203.

    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 330,581 shares
    Change vs previous 13F -26,959 shares

    0.04% of the 13F portfolio, value $21,626,640.

    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 357,540 shares
    Change vs previous 13F -473,811 shares

    0.04% of the 13F portfolio, value $19,553,835.

    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 831,351 shares
    Change vs previous 13F -2,795 shares

    0.11% of the 13F portfolio, value $44,535,452.

    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 834,146 shares
    Change vs previous 13F +451 shares

    0.19% of the 13F portfolio, value $65,397,065.

    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 833,695 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $51,313,921.

    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).