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CAPTRUST FINANCIAL ADVISORS: OMC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 53,641 OMC 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 53,641 shares
    Change vs previous 13F -21,574 shares

    0.01% of the 13F portfolio, value $3,906,673.

    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 75,215 shares
    Change vs previous 13F +13,243 shares

    0.01% of the 13F portfolio, value $5,664,443.

    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 61,972 shares
    Change vs previous 13F +45,265 shares

    0.01% of the 13F portfolio, value $5,004,199.

    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 16,707 shares
    Change vs previous 13F +1,579 shares

    <0.01% of the 13F portfolio, value $1,362,157.

    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 15,128 shares
    Change vs previous 13F -13,289 shares

    <0.01% of the 13F portfolio, value $1,088,334.

    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 28,417 shares
    Change vs previous 13F +15,813 shares

    0.01% of the 13F portfolio, value $2,356,072.

    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 12,604 shares
    Change vs previous 13F +593 shares

    <0.01% of the 13F portfolio, value $1,084,467.

    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 12,011 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,241,839.

    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).