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CAPTRUST FINANCIAL ADVISORS: LMBS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 45,200 LMBS 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 45,200 shares
    Change vs previous 13F -4,891 shares

    <0.01% of the 13F portfolio, value $2,250,043.

    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 50,091 shares
    Change vs previous 13F -65,492 shares

    <0.01% of the 13F portfolio, value $2,495,001.

    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 115,583 shares
    Change vs previous 13F +8,151 shares

    0.01% of the 13F portfolio, value $5,777,981.

    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 107,432 shares
    Change vs previous 13F +6,513 shares

    0.01% of the 13F portfolio, value $5,349,027.

    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 100,919 shares
    Change vs previous 13F +7,617 shares

    0.01% of the 13F portfolio, value $4,971,257.

    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 93,302 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,586,714.

    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).