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CAPTRUST FINANCIAL ADVISORS: OMFL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 311,470 OMFL 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 311,470 shares
    Change vs previous 13F +7,993 shares

    0.03% of the 13F portfolio, value $21,348,138.

    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 303,477 shares
    Change vs previous 13F -3,695 shares

    0.03% of the 13F portfolio, value $18,243,221.

    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 307,172 shares
    Change vs previous 13F +4,398 shares

    0.04% of the 13F portfolio, value $18,777,447.

    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 302,774 shares
    Change vs previous 13F -687,305 shares

    0.04% of the 13F portfolio, value $18,245,134.

    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 990,079 shares
    Change vs previous 13F -16,331 shares

    0.13% of the 13F portfolio, value $57,206,788.

    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 1,006,410 shares
    Change vs previous 13F -27,541 shares

    0.13% of the 13F portfolio, value $53,651,692.

    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 1,033,951 shares
    Change vs previous 13F -53,684 shares

    0.16% of the 13F portfolio, value $56,071,153.

    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 1,087,635 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $57,633,785.

    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).