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Disclosery

CAPTRUST FINANCIAL ADVISORS: OPEN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 136,894 OPEN 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 136,894 shares
    Change vs previous 13F -23,750 shares

    <0.01% of the 13F portfolio, value $632,448.

    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 160,644 shares
    Change vs previous 13F +60,073 shares

    <0.01% of the 13F portfolio, value $751,752.

    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 100,571 shares
    Change vs previous 13F +35,570 shares

    <0.01% of the 13F portfolio, value $586,326.

    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 65,001 shares
    Change vs previous 13F +36,808 shares

    <0.01% of the 13F portfolio, value $518,058.

    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 28,193 shares
    Change vs previous 13F -24,829 shares

    <0.01% of the 13F portfolio, value $15,027.

    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 53,022 shares
    Change vs previous 13F +26,436 shares

    <0.01% of the 13F portfolio, value $54,082.

    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 26,586 shares
    Change vs previous 13F -16,829 shares

    <0.01% of the 13F portfolio, value $42,538.

    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 43,415 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $86,830.

    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).