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CAPTRUST FINANCIAL ADVISORS: MAR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 156,167 MAR 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 156,167 shares
    Change vs previous 13F +99,156 shares

    0.09% of the 13F portfolio, value $57,874,072.

    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 57,011 shares
    Change vs previous 13F +1,123 shares

    0.03% of the 13F portfolio, value $18,645,815.

    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 55,888 shares
    Change vs previous 13F -983 shares

    0.03% of the 13F portfolio, value $17,338,814.

    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 56,871 shares
    Change vs previous 13F -2,658 shares

    0.03% of the 13F portfolio, value $14,811,584.

    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 59,529 shares
    Change vs previous 13F -1,164 shares

    0.04% of the 13F portfolio, value $16,263,870.

    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 60,693 shares
    Change vs previous 13F +1,805 shares

    0.04% of the 13F portfolio, value $14,456,956.

    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 58,888 shares
    Change vs previous 13F +1,949 shares

    0.05% of the 13F portfolio, value $16,426,160.

    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 56,939 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,155,075.

    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).