Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: MA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 640,793 MA 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 640,793 shares
    Change vs previous 13F +36,139 shares

    0.5% of the 13F portfolio, value $329,111,445.

    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 604,654 shares
    Change vs previous 13F +44,366 shares

    0.53% of the 13F portfolio, value $302,099,259.

    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 560,288 shares
    Change vs previous 13F +4,761 shares

    0.61% of the 13F portfolio, value $319,857,080.

    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 555,527 shares
    Change vs previous 13F +13,888 shares

    0.64% of the 13F portfolio, value $315,989,261.

    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 541,639 shares
    Change vs previous 13F +10,878 shares

    0.68% of the 13F portfolio, value $304,368,836.

    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 530,761 shares
    Change vs previous 13F +118,891 shares

    0.73% of the 13F portfolio, value $290,920,987.

    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 411,870 shares
    Change vs previous 13F +22,705 shares

    0.62% of the 13F portfolio, value $216,878,496.

    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 389,165 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $192,169,745.

    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).