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CAPTRUST FINANCIAL ADVISORS: NULV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 253,549 NULV 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 253,549 shares
    Change vs previous 13F +1,446 shares

    0.02% of the 13F portfolio, value $12,674,890.

    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 252,103 shares
    Change vs previous 13F +13,994 shares

    0.02% of the 13F portfolio, value $11,468,391.

    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 238,109 shares
    Change vs previous 13F +23,849 shares

    0.02% of the 13F portfolio, value $10,726,788.

    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 214,260 shares
    Change vs previous 13F -4,656 shares

    0.02% of the 13F portfolio, value $9,390,352.

    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 218,916 shares
    Change vs previous 13F +1,322 shares

    0.02% of the 13F portfolio, value $9,175,845.

    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 217,594 shares
    Change vs previous 13F +3,623 shares

    0.02% of the 13F portfolio, value $8,810,362.

    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 213,971 shares
    Change vs previous 13F +2,004 shares

    0.02% of the 13F portfolio, value $8,424,020.

    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 211,967 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,843,260.

    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).