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Disclosery

CAPTRUST FINANCIAL ADVISORS: NMR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 48,052 NMR 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 48,052 shares
    Change vs previous 13F +14,024 shares

    <0.01% of the 13F portfolio, value $421,897.

    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 34,028 shares
    Change vs previous 13F +3,940 shares

    <0.01% of the 13F portfolio, value $268,483.

    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 30,088 shares
    Change vs previous 13F +164 shares

    <0.01% of the 13F portfolio, value $252,439.

    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 29,924 shares
    Change vs previous 13F +3,652 shares

    <0.01% of the 13F portfolio, value $217,549.

    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 26,272 shares
    Change vs previous 13F -3,757 shares

    <0.01% of the 13F portfolio, value $172,871.

    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 30,029 shares
    Change vs previous 13F +19,947 shares

    <0.01% of the 13F portfolio, value $184,681.

    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 10,082 shares
    Change vs previous 13F -22,006 shares

    <0.01% of the 13F portfolio, value $58,377.

    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 32,088 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $167,497.

    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).