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CAPTRUST FINANCIAL ADVISORS: NDAQ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 54,359 NDAQ 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 54,359 shares
    Change vs previous 13F -27,964 shares

    0.01% of the 13F portfolio, value $4,284,605.

    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 82,323 shares
    Change vs previous 13F +44,517 shares

    0.01% of the 13F portfolio, value $6,988,214.

    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 37,806 shares
    Change vs previous 13F +4,133 shares

    0.01% of the 13F portfolio, value $3,672,138.

    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 33,673 shares
    Change vs previous 13F +7,693 shares

    0.01% of the 13F portfolio, value $2,978,366.

    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 25,980 shares
    Change vs previous 13F +8,525 shares

    0.01% of the 13F portfolio, value $2,323,161.

    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 17,455 shares
    Change vs previous 13F +1,884 shares

    <0.01% of the 13F portfolio, value $1,324,153.

    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 15,571 shares
    Change vs previous 13F +2,481 shares

    <0.01% of the 13F portfolio, value $1,203,825.

    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 13,090 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $955,694.

    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).