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CAPTRUST FINANCIAL ADVISORS: LH position timeline

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

CAPTRUST FINANCIAL ADVISORS held 36,472 LH 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 36,472 shares
    Change vs previous 13F +1,688 shares

    0.02% of the 13F portfolio, value $10,212,140.

    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 34,784 shares
    Change vs previous 13F -443 shares

    0.02% of the 13F portfolio, value $9,280,572.

    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 35,227 shares
    Change vs previous 13F +1,966 shares

    0.02% of the 13F portfolio, value $8,837,635.

    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 33,261 shares
    Change vs previous 13F -1,866 shares

    0.02% of the 13F portfolio, value $9,547,926.

    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 35,127 shares
    Change vs previous 13F -1,855 shares

    0.02% of the 13F portfolio, value $9,221,285.

    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 36,982 shares
    Change vs previous 13F +5,369 shares

    0.02% of the 13F portfolio, value $8,607,159.

    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 31,613 shares
    Change vs previous 13F -480 shares

    0.02% of the 13F portfolio, value $7,249,507.

    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 32,093 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,172,169.

    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).