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Disclosery

CAPTRUST FINANCIAL ADVISORS: NJR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 117,768 NJR 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 117,768 shares
    Change vs previous 13F +7,065 shares

    0.01% of the 13F portfolio, value $6,599,737.

    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 110,703 shares
    Change vs previous 13F +93,464 shares

    0.01% of the 13F portfolio, value $6,079,807.

    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 17,239 shares
    Change vs previous 13F +104 shares

    <0.01% of the 13F portfolio, value $795,082.

    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 17,135 shares
    Change vs previous 13F +1,547 shares

    <0.01% of the 13F portfolio, value $825,050.

    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 15,588 shares
    Change vs previous 13F -421 shares

    <0.01% of the 13F portfolio, value $698,654.

    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 16,009 shares
    Change vs previous 13F -336 shares

    <0.01% of the 13F portfolio, value $785,385.

    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 16,345 shares
    Change vs previous 13F +706 shares

    <0.01% of the 13F portfolio, value $762,507.

    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 15,639 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $738,157.

    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).