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CAPTRUST FINANCIAL ADVISORS: PDI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 66,224 PDI 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 66,224 shares
    Change vs previous 13F -11,894 shares

    <0.01% of the 13F portfolio, value $1,105,945.

    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 78,118 shares
    Change vs previous 13F +6,787 shares

    <0.01% of the 13F portfolio, value $1,336,514.

    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 71,331 shares
    Change vs previous 13F -20,461 shares

    <0.01% of the 13F portfolio, value $1,263,267.

    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 91,792 shares
    Change vs previous 13F -2,931 shares

    <0.01% of the 13F portfolio, value $1,817,480.

    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 94,723 shares
    Change vs previous 13F -31,147 shares

    <0.01% of the 13F portfolio, value $1,796,888.

    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 125,870 shares
    Change vs previous 13F -60,094 shares

    0.01% of the 13F portfolio, value $2,492,221.

    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 185,964 shares
    Change vs previous 13F +2,277 shares

    0.01% of the 13F portfolio, value $3,410,586.

    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 183,687 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,723,329.

    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).