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CAPTRUST FINANCIAL ADVISORS: JPIN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 168,438 JPIN 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 168,438 shares
    Change vs previous 13F +5,503 shares

    0.02% of the 13F portfolio, value $12,179,772.

    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 162,935 shares
    Change vs previous 13F -119 shares

    0.02% of the 13F portfolio, value $11,607,125.

    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 163,054 shares
    Change vs previous 13F +2,325 shares

    0.02% of the 13F portfolio, value $11,110,524.

    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 160,729 shares
    Change vs previous 13F +2,916 shares

    0.02% of the 13F portfolio, value $10,706,165.

    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 157,813 shares
    Change vs previous 13F -703 shares

    0.02% of the 13F portfolio, value $10,120,565.

    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 158,516 shares
    Change vs previous 13F +1,626 shares

    0.02% of the 13F portfolio, value $9,057,619.

    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 156,890 shares
    Change vs previous 13F +12,092 shares

    0.02% of the 13F portfolio, value $8,403,015.

    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 144,798 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,699,466.

    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).