Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: MTDR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 22,857 MTDR 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 22,857 shares
    Change vs previous 13F -60,840 shares

    <0.01% of the 13F portfolio, value $1,137,841.

    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 83,697 shares
    Change vs previous 13F +68,757 shares

    0.01% of the 13F portfolio, value $5,287,984.

    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 14,940 shares
    Change vs previous 13F -10,603 shares

    <0.01% of the 13F portfolio, value $634,049.

    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 25,543 shares
    Change vs previous 13F +1,885 shares

    <0.01% of the 13F portfolio, value $1,147,665.

    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 23,658 shares
    Change vs previous 13F -17,490 shares

    <0.01% of the 13F portfolio, value $1,128,972.

    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 41,148 shares
    Change vs previous 13F -5,150 shares

    0.01% of the 13F portfolio, value $2,102,269.

    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 46,298 shares
    Change vs previous 13F +1,829 shares

    0.01% of the 13F portfolio, value $2,604,751.

    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 44,469 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,197,672.

    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).