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CAPTRUST FINANCIAL ADVISORS: JOBY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 35,825 JOBY 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 35,825 shares
    Change vs previous 13F -18,479 shares

    <0.01% of the 13F portfolio, value $319,555.

    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 54,304 shares
    Change vs previous 13F +20,036 shares

    <0.01% of the 13F portfolio, value $448,490.

    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 34,268 shares
    Change vs previous 13F +4,564 shares

    <0.01% of the 13F portfolio, value $452,342.

    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 29,704 shares
    Change vs previous 13F +6,855 shares

    <0.01% of the 13F portfolio, value $479,423.

    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 22,849 shares
    Change vs previous 13F -1,059 shares

    <0.01% of the 13F portfolio, value $241,057.

    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 23,908 shares
    Change vs previous 13F +2,692 shares

    <0.01% of the 13F portfolio, value $143,926.

    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 21,216 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $172,486.

    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).