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CAPTRUST FINANCIAL ADVISORS: LII position timeline

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

CAPTRUST FINANCIAL ADVISORS held 94,312 LII 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 94,312 shares
    Change vs previous 13F +378 shares

    0.08% of the 13F portfolio, value $54,035,916.

    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 93,934 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $43,597,382.

    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 93,930 shares
    Change vs previous 13F -496 shares

    0.09% of the 13F portfolio, value $45,610,713.

    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 94,426 shares
    Change vs previous 13F +160 shares

    0.1% of the 13F portfolio, value $49,985,435.

    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 94,266 shares
    Change vs previous 13F +132 shares

    0.12% of the 13F portfolio, value $54,037,049.

    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 94,134 shares
    Change vs previous 13F +48 shares

    0.13% of the 13F portfolio, value $52,793,101.

    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 94,086 shares
    Change vs previous 13F +78,406 shares

    0.16% of the 13F portfolio, value $57,326,443.

    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 15,680 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,475,029.

    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).