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CAPTRUST FINANCIAL ADVISORS: KMLM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 91,204 KMLM 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 91,204 shares
    Change vs previous 13F +738 shares

    <0.01% of the 13F portfolio, value $2,509,934.

    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 90,466 shares
    Change vs previous 13F +5,369 shares

    <0.01% of the 13F portfolio, value $2,551,141.

    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 85,097 shares
    Change vs previous 13F -5,730 shares

    <0.01% of the 13F portfolio, value $2,208,267.

    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 90,827 shares
    Change vs previous 13F -17,004 shares

    <0.01% of the 13F portfolio, value $2,445,971.

    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 107,831 shares
    Change vs previous 13F -13,928 shares

    0.01% of the 13F portfolio, value $2,843,935.

    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 121,759 shares
    Change vs previous 13F -4,765 shares

    0.01% of the 13F portfolio, value $3,321,586.

    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 126,524 shares
    Change vs previous 13F -1,228 shares

    0.01% of the 13F portfolio, value $3,555,324.

    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 127,752 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,734,191.

    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).