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Disclosery

CAPTRUST FINANCIAL ADVISORS: OC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 23,908 OC 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 23,908 shares
    Change vs previous 13F +10,978 shares

    0.01% of the 13F portfolio, value $3,800,474.

    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 12,930 shares
    Change vs previous 13F +4,257 shares

    <0.01% of the 13F portfolio, value $1,398,706.

    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 8,673 shares
    Change vs previous 13F -1,039 shares

    <0.01% of the 13F portfolio, value $970,595.

    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 9,712 shares
    Change vs previous 13F +1,919 shares

    <0.01% of the 13F portfolio, value $1,373,901.

    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 7,793 shares
    Change vs previous 13F +614 shares

    <0.01% of the 13F portfolio, value $1,071,682.

    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 7,179 shares
    Change vs previous 13F -15,649 shares

    <0.01% of the 13F portfolio, value $1,025,269.

    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 22,828 shares
    Change vs previous 13F +7,715 shares

    0.01% of the 13F portfolio, value $3,888,050.

    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 15,113 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,667,700.

    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).