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CAPTRUST FINANCIAL ADVISORS: MUNI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 14,209 MUNI 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 14,209 shares
    Change vs previous 13F +1,290 shares

    <0.01% of the 13F portfolio, value $747,388.

    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 12,919 shares
    Change vs previous 13F +265 shares

    <0.01% of the 13F portfolio, value $674,263.

    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 12,654 shares
    Change vs previous 13F -711 shares

    <0.01% of the 13F portfolio, value $663,220.

    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 13,365 shares
    Change vs previous 13F -1,230 shares

    <0.01% of the 13F portfolio, value $698,730.

    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 14,595 shares
    Change vs previous 13F -4,659 shares

    <0.01% of the 13F portfolio, value $749,624.

    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 19,254 shares
    Change vs previous 13F -9,510 shares

    <0.01% of the 13F portfolio, value $992,555.

    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 28,764 shares
    Change vs previous 13F +3,919 shares

    <0.01% of the 13F portfolio, value $1,487,938.

    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 24,845 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,316,275.

    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).