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Disclosery

CAPTRUST FINANCIAL ADVISORS: KD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 61,371 KD 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 61,371 shares
    Change vs previous 13F +8,893 shares

    <0.01% of the 13F portfolio, value $694,109.

    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 52,478 shares
    Change vs previous 13F -18,211 shares

    <0.01% of the 13F portfolio, value $688,165.

    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 70,689 shares
    Change vs previous 13F +20,760 shares

    <0.01% of the 13F portfolio, value $1,877,504.

    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 49,929 shares
    Change vs previous 13F +17,515 shares

    <0.01% of the 13F portfolio, value $1,499,358.

    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 32,414 shares
    Change vs previous 13F +9,606 shares

    <0.01% of the 13F portfolio, value $1,360,091.

    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 22,808 shares
    Change vs previous 13F +308 shares

    <0.01% of the 13F portfolio, value $716,171.

    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 22,500 shares
    Change vs previous 13F +8,377 shares

    <0.01% of the 13F portfolio, value $778,500.

    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 14,123 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $324,547.

    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).