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Disclosery

CAPTRUST FINANCIAL ADVISORS: LB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 281,951 LB 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 281,951 shares
    Change vs previous 13F +7,392 shares

    0.03% of the 13F portfolio, value $22,341,831.

    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 274,559 shares
    Change vs previous 13F +6,577 shares

    0.03% of the 13F portfolio, value $18,953,910.

    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 267,982 shares
    Change vs previous 13F +610 shares

    0.02% of the 13F portfolio, value $13,128,430.

    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 267,372 shares
    Change vs previous 13F +18,481 shares

    0.03% of the 13F portfolio, value $14,264,302.

    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 248,891 shares
    Change vs previous 13F -75,570 shares

    0.04% of the 13F portfolio, value $16,820,061.

    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 324,461 shares
    Change vs previous 13F +279,537 shares

    0.06% of the 13F portfolio, value $23,341,692.

    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 44,924 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,902,106.

    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).