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CAPTRUST FINANCIAL ADVISORS: PCG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 624,006 PCG 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 624,006 shares
    Change vs previous 13F +32,529 shares

    0.02% of the 13F portfolio, value $10,495,775.

    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 591,477 shares
    Change vs previous 13F +123,386 shares

    0.02% of the 13F portfolio, value $10,391,859.

    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 468,091 shares
    Change vs previous 13F +174,564 shares

    0.01% of the 13F portfolio, value $7,522,215.

    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 293,527 shares
    Change vs previous 13F +184,086 shares

    0.01% of the 13F portfolio, value $4,426,393.

    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 109,441 shares
    Change vs previous 13F -17,903 shares

    <0.01% of the 13F portfolio, value $1,525,613.

    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 127,344 shares
    Change vs previous 13F +44,576 shares

    0.01% of the 13F portfolio, value $2,187,778.

    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 82,768 shares
    Change vs previous 13F +18,470 shares

    <0.01% of the 13F portfolio, value $1,670,268.

    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 64,298 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,271,179.

    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).