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Disclosery

CAPTRUST FINANCIAL ADVISORS: LW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 55,863 LW 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 55,863 shares
    Change vs previous 13F +16,544 shares

    <0.01% of the 13F portfolio, value $2,412,167.

    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 39,319 shares
    Change vs previous 13F +11,173 shares

    <0.01% of the 13F portfolio, value $1,661,430.

    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 28,146 shares
    Change vs previous 13F +4,874 shares

    <0.01% of the 13F portfolio, value $1,179,040.

    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 23,272 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $1,351,619.

    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 23,538 shares
    Change vs previous 13F +2,628 shares

    <0.01% of the 13F portfolio, value $1,220,451.

    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 20,910 shares
    Change vs previous 13F +11,254 shares

    <0.01% of the 13F portfolio, value $1,114,520.

    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 9,656 shares
    Change vs previous 13F +592 shares

    <0.01% of the 13F portfolio, value $645,314.

    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 9,064 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $586,775.

    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).