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CAPTRUST FINANCIAL ADVISORS: MUB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,366,152 MUB 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 1,366,152 shares
    Change vs previous 13F +94,402 shares

    0.23% of the 13F portfolio, value $147,025,278.

    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 1,271,750 shares
    Change vs previous 13F +54,094 shares

    0.24% of the 13F portfolio, value $134,994,818.

    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 1,217,656 shares
    Change vs previous 13F +13,646 shares

    0.25% of the 13F portfolio, value $130,423,167.

    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 1,204,010 shares
    Change vs previous 13F -154,332 shares

    0.26% of the 13F portfolio, value $128,214,785.

    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 1,358,342 shares
    Change vs previous 13F +142,028 shares

    0.32% of the 13F portfolio, value $141,918,992.

    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 1,216,314 shares
    Change vs previous 13F +80,133 shares

    0.32% of the 13F portfolio, value $128,248,184.

    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 1,136,181 shares
    Change vs previous 13F +87,863 shares

    0.35% of the 13F portfolio, value $121,060,113.

    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 1,048,318 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $113,878,793.

    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).