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CAPTRUST FINANCIAL ADVISORS: PAA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 72,874 PAA 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 72,874 shares
    Change vs previous 13F -1,200 shares

    <0.01% of the 13F portfolio, value $1,622,185.

    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 74,074 shares
    Change vs previous 13F +6,074 shares

    <0.01% of the 13F portfolio, value $1,654,073.

    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 68,000 shares
    Change vs previous 13F -1,797 shares

    <0.01% of the 13F portfolio, value $1,221,287.

    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 69,797 shares
    Change vs previous 13F +4,968 shares

    <0.01% of the 13F portfolio, value $1,190,744.

    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 64,829 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $1,187,660.

    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 64,529 shares
    Change vs previous 13F -751 shares

    <0.01% of the 13F portfolio, value $1,290,589.

    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 65,280 shares
    Change vs previous 13F +1,060 shares

    <0.01% of the 13F portfolio, value $1,114,979.

    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 64,220 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,115,493.

    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).