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CAPTRUST FINANCIAL ADVISORS: MDU position timeline

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

CAPTRUST FINANCIAL ADVISORS held 279,197 MDU 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 279,197 shares
    Change vs previous 13F +4,240 shares

    0.01% of the 13F portfolio, value $5,921,768.

    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 274,957 shares
    Change vs previous 13F +2,044 shares

    0.01% of the 13F portfolio, value $5,697,112.

    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 272,913 shares
    Change vs previous 13F +20,182 shares

    0.01% of the 13F portfolio, value $5,327,264.

    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 252,731 shares
    Change vs previous 13F +22,238 shares

    0.01% of the 13F portfolio, value $4,501,138.

    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 230,493 shares
    Change vs previous 13F +3,798 shares

    0.01% of the 13F portfolio, value $3,842,326.

    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 226,695 shares
    Change vs previous 13F +12,261 shares

    0.01% of the 13F portfolio, value $3,833,414.

    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 214,434 shares
    Change vs previous 13F -5,524 shares

    0.01% of the 13F portfolio, value $3,864,102.

    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 219,958 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,029,045.

    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).