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CAPTRUST FINANCIAL ADVISORS: OTEX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 173,047 OTEX 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 173,047 shares
    Change vs previous 13F -2,363 shares

    0.01% of the 13F portfolio, value $3,833,000.

    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 175,410 shares
    Change vs previous 13F +168,673 shares

    0.01% of the 13F portfolio, value $3,901,126.

    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 6,737 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $219,502.

    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 6,743 shares
    Change vs previous 13F -2,060 shares

    <0.01% of the 13F portfolio, value $252,066.

    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 8,803 shares
    Change vs previous 13F -36,708 shares

    <0.01% of the 13F portfolio, value $257,057.

    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 45,511 shares
    Change vs previous 13F +29,672 shares

    <0.01% of the 13F portfolio, value $1,149,610.

    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 15,839 shares
    Change vs previous 13F -7,094 shares

    <0.01% of the 13F portfolio, value $448,549.

    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 22,933 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $763,221.

    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).