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Disclosery

CAPTRUST FINANCIAL ADVISORS: MOS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 122,728 MOS 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 122,728 shares
    Change vs previous 13F +42,756 shares

    <0.01% of the 13F portfolio, value $2,600,604.

    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 79,972 shares
    Change vs previous 13F +34,915 shares

    <0.01% of the 13F portfolio, value $2,039,014.

    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 45,057 shares
    Change vs previous 13F -23,214 shares

    <0.01% of the 13F portfolio, value $1,085,424.

    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 68,271 shares
    Change vs previous 13F +34,491 shares

    <0.01% of the 13F portfolio, value $2,367,652.

    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 33,780 shares
    Change vs previous 13F +19,399 shares

    <0.01% of the 13F portfolio, value $1,232,292.

    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 14,381 shares
    Change vs previous 13F +4,713 shares

    <0.01% of the 13F portfolio, value $388,426.

    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 9,668 shares
    Change vs previous 13F +2,087 shares

    <0.01% of the 13F portfolio, value $237,648.

    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 7,581 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,014.

    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).