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CAPTRUST FINANCIAL ADVISORS: JPIB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 157,488 JPIB 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 157,488 shares
    Change vs previous 13F -51,786 shares

    0.01% of the 13F portfolio, value $7,614,558.

    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 209,274 shares
    Change vs previous 13F +56,464 shares

    0.02% of the 13F portfolio, value $10,006,846.

    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 152,810 shares
    Change vs previous 13F -19,298 shares

    0.01% of the 13F portfolio, value $7,441,840.

    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 172,108 shares
    Change vs previous 13F +1,514 shares

    0.02% of the 13F portfolio, value $8,438,472.

    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 170,594 shares
    Change vs previous 13F +88,116 shares

    0.02% of the 13F portfolio, value $8,294,263.

    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 82,478 shares
    Change vs previous 13F -2,710 shares

    0.01% of the 13F portfolio, value $3,949,861.

    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 85,188 shares
    Change vs previous 13F +8,064 shares

    0.01% of the 13F portfolio, value $4,025,996.

    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 77,124 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,752,448.

    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).