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CAPTRUST FINANCIAL ADVISORS: NWL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 132,369 NWL 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 132,369 shares
    Change vs previous 13F +6,633 shares

    <0.01% of the 13F portfolio, value $812,747.

    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 125,736 shares
    Change vs previous 13F +33,459 shares

    <0.01% of the 13F portfolio, value $431,187.

    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 92,277 shares
    Change vs previous 13F +26,199 shares

    <0.01% of the 13F portfolio, value $343,270.

    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 66,078 shares
    Change vs previous 13F -696 shares

    <0.01% of the 13F portfolio, value $346,247.

    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 66,774 shares
    Change vs previous 13F -51,631 shares

    <0.01% of the 13F portfolio, value $360,578.

    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 118,405 shares
    Change vs previous 13F +23,051 shares

    <0.01% of the 13F portfolio, value $734,111.

    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 95,354 shares
    Change vs previous 13F +8,572 shares

    <0.01% of the 13F portfolio, value $949,727.

    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 86,782 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $666,482.

    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).