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CAPTRUST FINANCIAL ADVISORS: MEAR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,054,864 MEAR 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 1,054,864 shares
    Change vs previous 13F -17,585 shares

    0.08% of the 13F portfolio, value $53,144,035.

    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 1,072,449 shares
    Change vs previous 13F -397,710 shares

    0.09% of the 13F portfolio, value $53,987,064.

    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 1,470,159 shares
    Change vs previous 13F +211,363 shares

    0.14% of the 13F portfolio, value $73,978,390.

    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 1,258,796 shares
    Change vs previous 13F +674,207 shares

    0.13% of the 13F portfolio, value $63,581,776.

    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 584,589 shares
    Change vs previous 13F +300,537 shares

    0.07% of the 13F portfolio, value $29,387,310.

    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 284,052 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,270,772.

    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).