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CAPTRUST FINANCIAL ADVISORS: NOV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 71,655 NOV 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 71,655 shares
    Change vs previous 13F +27,308 shares

    <0.01% of the 13F portfolio, value $1,329,204.

    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 44,347 shares
    Change vs previous 13F +5,315 shares

    <0.01% of the 13F portfolio, value $834,153.

    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 39,032 shares
    Change vs previous 13F +1,465 shares

    <0.01% of the 13F portfolio, value $610,070.

    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 37,567 shares
    Change vs previous 13F -2,231 shares

    <0.01% of the 13F portfolio, value $497,763.

    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 39,798 shares
    Change vs previous 13F -2,059 shares

    <0.01% of the 13F portfolio, value $494,689.

    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 41,857 shares
    Change vs previous 13F +3,063 shares

    <0.01% of the 13F portfolio, value $637,064.

    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 38,794 shares
    Change vs previous 13F +8,666 shares

    <0.01% of the 13F portfolio, value $566,392.

    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 30,128 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $481,144.

    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).