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CAPTRUST FINANCIAL ADVISORS: JPLD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,569,546 JPLD 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 1,569,546 shares
    Change vs previous 13F -57,434 shares

    0.13% of the 13F portfolio, value $81,914,583.

    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 1,626,980 shares
    Change vs previous 13F +1,597,049 shares

    0.15% of the 13F portfolio, value $84,912,084.

    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 29,931 shares
    Change vs previous 13F -2,510 shares

    <0.01% of the 13F portfolio, value $1,566,572.

    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 32,441 shares
    Change vs previous 13F +295 shares

    <0.01% of the 13F portfolio, value $1,702,327.

    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 32,146 shares
    Change vs previous 13F -5,231 shares

    <0.01% of the 13F portfolio, value $1,678,987.

    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 37,377 shares
    Change vs previous 13F -11,690 shares

    <0.01% of the 13F portfolio, value $1,943,592.

    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 49,067 shares
    Change vs previous 13F -7,659 shares

    0.01% of the 13F portfolio, value $2,527,917.

    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 56,726 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,958,237.

    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).