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CAPTRUST FINANCIAL ADVISORS: MARM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 55,580 MARM 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 55,580 shares
    Change vs previous 13F -9,684 shares

    <0.01% of the 13F portfolio, value $1,897,034.

    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 65,264 shares
    Change vs previous 13F +135 shares

    <0.01% of the 13F portfolio, value $2,185,039.

    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 65,129 shares
    Change vs previous 13F +112 shares

    <0.01% of the 13F portfolio, value $2,152,826.

    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 65,017 shares
    Change vs previous 13F +140 shares

    <0.01% of the 13F portfolio, value $2,119,554.

    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 64,877 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,083,862.

    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 64,877 shares
    Change vs previous 13F -3,404 shares

    0.01% of the 13F portfolio, value $2,034,543.

    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 68,281 shares
    Change vs previous 13F -7,500 shares

    0.01% of the 13F portfolio, value $2,108,517.

    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 75,781 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,307,531.

    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).