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CAPTRUST FINANCIAL ADVISORS: JGRW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 11,147 JGRW 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 11,147 shares
    Change vs previous 13F -3,967 shares

    <0.01% of the 13F portfolio, value $302,319.

    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 15,114 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $367,159.

    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 15,112 shares
    Change vs previous 13F -3,497 shares

    <0.01% of the 13F portfolio, value $409,011.

    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 18,609 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $507,769.

    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 18,726 shares
    Change vs previous 13F -750 shares

    <0.01% of the 13F portfolio, value $496,461.

    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 19,476 shares
    Change vs previous 13F -1,997 shares

    <0.01% of the 13F portfolio, value $496,203.

    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 21,473 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $556,267.

    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).