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CAPTRUST FINANCIAL ADVISORS: MDY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 67,963 MDY 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 67,963 shares
    Change vs previous 13F +99 shares

    0.07% of the 13F portfolio, value $47,801,190.

    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 67,864 shares
    Change vs previous 13F -130 shares

    0.07% of the 13F portfolio, value $41,855,972.

    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 67,994 shares
    Change vs previous 13F -3,766 shares

    0.08% of the 13F portfolio, value $41,019,542.

    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 71,760 shares
    Change vs previous 13F -1,509 shares

    0.09% of the 13F portfolio, value $42,771,169.

    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 73,269 shares
    Change vs previous 13F -2,591 shares

    0.09% of the 13F portfolio, value $41,505,160.

    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 75,860 shares
    Change vs previous 13F +13,997 shares

    0.1% of the 13F portfolio, value $40,469,895.

    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 61,863 shares
    Change vs previous 13F -352 shares

    0.1% of the 13F portfolio, value $35,236,140.

    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 62,215 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $35,441,366.

    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).