CAPTRUST FINANCIAL ADVISORS: PENN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PENN, newest first. How the timeline and the estimate are built.
CAPTRUST FINANCIAL ADVISORS held 39,959 PENN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 39,959 sharesChange vs previous 13F +29,720 shares
<0.01% of the 13F portfolio, value $853,524.
13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,239 sharesChange vs previous 13F -11,803 shares
<0.01% of the 13F portfolio, value $153,892.
13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,042 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $325,120.
13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).