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CAPTRUST FINANCIAL ADVISORS: MO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 826,577 MO 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 826,577 shares
    Change vs previous 13F +31,097 shares

    0.09% of the 13F portfolio, value $59,472,196.

    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 795,480 shares
    Change vs previous 13F +75,373 shares

    0.09% of the 13F portfolio, value $52,496,343.

    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 720,107 shares
    Change vs previous 13F +20,455 shares

    0.08% of the 13F portfolio, value $41,521,372.

    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 699,652 shares
    Change vs previous 13F +4,788 shares

    0.09% of the 13F portfolio, value $46,219,008.

    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 694,864 shares
    Change vs previous 13F +63,596 shares

    0.09% of the 13F portfolio, value $40,739,875.

    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 631,268 shares
    Change vs previous 13F +28,070 shares

    0.1% of the 13F portfolio, value $37,888,684.

    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 603,198 shares
    Change vs previous 13F +41,782 shares

    0.09% of the 13F portfolio, value $31,541,221.

    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 561,416 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $28,654,649.

    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).