Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: P position timeline

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

CAPTRUST FINANCIAL ADVISORS held 64,679 P 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 64,679 shares
    Change vs previous 13F +521 shares

    0.01% of the 13F portfolio, value $5,096,058.

    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 64,158 shares
    Change vs previous 13F +3,092 shares

    0.01% of the 13F portfolio, value $3,787,598.

    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 61,066 shares
    Change vs previous 13F -2,467 shares

    0.01% of the 13F portfolio, value $4,092,033.

    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 63,533 shares
    Change vs previous 13F +8,148 shares

    0.01% of the 13F portfolio, value $5,324,701.

    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 55,385 shares
    Change vs previous 13F +11,000 shares

    0.01% of the 13F portfolio, value $3,189,068.

    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 44,385 shares
    Change vs previous 13F -24,321 shares

    <0.01% of the 13F portfolio, value $1,964,925.

    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 68,706 shares
    Change vs previous 13F +8,594 shares

    0.01% of the 13F portfolio, value $4,220,610.

    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 60,112 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,020,027.

    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).