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CAPTRUST FINANCIAL ADVISORS: KEYS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 31,652 KEYS 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 31,652 shares
    Change vs previous 13F +3,363 shares

    0.02% of the 13F portfolio, value $11,080,332.

    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 28,289 shares
    Change vs previous 13F +7,611 shares

    0.01% of the 13F portfolio, value $7,987,444.

    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 20,678 shares
    Change vs previous 13F +3,115 shares

    0.01% of the 13F portfolio, value $4,201,514.

    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 17,563 shares
    Change vs previous 13F +425 shares

    0.01% of the 13F portfolio, value $3,072,199.

    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 17,138 shares
    Change vs previous 13F +5,776 shares

    0.01% of the 13F portfolio, value $2,808,315.

    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 11,362 shares
    Change vs previous 13F +3,938 shares

    <0.01% of the 13F portfolio, value $1,701,687.

    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 7,424 shares
    Change vs previous 13F +484 shares

    <0.01% of the 13F portfolio, value $1,192,517.

    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 6,940 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,102,974.

    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).