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CAPTRUST FINANCIAL ADVISORS: LRGF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 87,626 LRGF 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 87,626 shares
    Change vs previous 13F -998 shares

    0.01% of the 13F portfolio, value $6,627,178.

    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 88,624 shares
    Change vs previous 13F -2,535 shares

    0.01% of the 13F portfolio, value $5,849,180.

    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 91,159 shares
    Change vs previous 13F +1,452 shares

    0.01% of the 13F portfolio, value $6,329,138.

    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 89,707 shares
    Change vs previous 13F -25,762 shares

    0.01% of the 13F portfolio, value $6,196,960.

    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 115,469 shares
    Change vs previous 13F +77,706 shares

    0.02% of the 13F portfolio, value $7,405,027.

    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 37,763 shares
    Change vs previous 13F +3,641 shares

    0.01% of the 13F portfolio, value $2,185,722.

    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 34,122 shares
    Change vs previous 13F -557 shares

    0.01% of the 13F portfolio, value $2,059,263.

    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 34,679 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,038,077.

    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).