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CAPTRUST FINANCIAL ADVISORS: MLM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 34,256 MLM 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 34,256 shares
    Change vs previous 13F -4,301 shares

    0.03% of the 13F portfolio, value $19,755,301.

    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 38,557 shares
    Change vs previous 13F +5,248 shares

    0.04% of the 13F portfolio, value $22,697,513.

    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 33,309 shares
    Change vs previous 13F +4,267 shares

    0.04% of the 13F portfolio, value $20,740,442.

    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 29,042 shares
    Change vs previous 13F -1,772 shares

    0.04% of the 13F portfolio, value $18,304,765.

    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 30,814 shares
    Change vs previous 13F -173 shares

    0.04% of the 13F portfolio, value $16,915,807.

    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 30,987 shares
    Change vs previous 13F -105 shares

    0.04% of the 13F portfolio, value $14,815,737.

    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 31,092 shares
    Change vs previous 13F +1,315 shares

    0.05% of the 13F portfolio, value $16,059,011.

    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 29,777 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,027,663.

    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).