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CAPTRUST FINANCIAL ADVISORS: NEAR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 224,104 NEAR 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 224,104 shares
    Change vs previous 13F -14,036 shares

    0.02% of the 13F portfolio, value $11,353,133.

    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 238,140 shares
    Change vs previous 13F -3,621 shares

    0.02% of the 13F portfolio, value $12,105,868.

    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 241,761 shares
    Change vs previous 13F -23,934 shares

    0.02% of the 13F portfolio, value $12,353,977.

    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 265,695 shares
    Change vs previous 13F -28,776 shares

    0.03% of the 13F portfolio, value $13,624,862.

    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 294,471 shares
    Change vs previous 13F -75,899 shares

    0.03% of the 13F portfolio, value $15,047,472.

    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 370,370 shares
    Change vs previous 13F -27,831 shares

    0.04% of the 13F portfolio, value $16,180,654.

    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 398,201 shares
    Change vs previous 13F -60,289 shares

    0.05% of the 13F portfolio, value $17,468,811.

    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 458,490 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $20,813,188.

    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).