Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: MLI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 48,207 MLI 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 48,207 shares
    Change vs previous 13F +4,738 shares

    0.01% of the 13F portfolio, value $5,926,068.

    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 43,469 shares
    Change vs previous 13F +18,375 shares

    0.01% of the 13F portfolio, value $4,815,845.

    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 25,094 shares
    Change vs previous 13F +7,632 shares

    0.01% of the 13F portfolio, value $2,880,752.

    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 17,462 shares
    Change vs previous 13F +13,307 shares

    <0.01% of the 13F portfolio, value $1,765,595.

    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 4,155 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $330,186.

    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 4,055 shares
    Change vs previous 13F +1,120 shares

    <0.01% of the 13F portfolio, value $308,756.

    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 2,935 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $232,956.

    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 2,903 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,121.

    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).