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Disclosery

CAPTRUST FINANCIAL ADVISORS: L position timeline

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

CAPTRUST FINANCIAL ADVISORS held 38,840 L 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 38,840 shares
    Change vs previous 13F -9,635 shares

    0.01% of the 13F portfolio, value $4,397,029.

    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 48,475 shares
    Change vs previous 13F +13,655 shares

    0.01% of the 13F portfolio, value $5,174,201.

    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 34,820 shares
    Change vs previous 13F -528 shares

    0.01% of the 13F portfolio, value $3,666,937.

    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 35,348 shares
    Change vs previous 13F -1,136 shares

    0.01% of the 13F portfolio, value $3,548,611.

    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 36,484 shares
    Change vs previous 13F +6,260 shares

    0.01% of the 13F portfolio, value $3,344,167.

    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 30,224 shares
    Change vs previous 13F -686 shares

    0.01% of the 13F portfolio, value $2,777,895.

    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 30,910 shares
    Change vs previous 13F -360 shares

    0.01% of the 13F portfolio, value $2,617,798.

    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 31,270 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,471,919.

    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).