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CAPTRUST FINANCIAL ADVISORS: PEY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 74,031 PEY 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 74,031 shares
    Change vs previous 13F -1,107 shares

    <0.01% of the 13F portfolio, value $1,716,028.

    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 75,138 shares
    Change vs previous 13F -8,159 shares

    <0.01% of the 13F portfolio, value $1,609,295.

    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 83,297 shares
    Change vs previous 13F +1,815 shares

    <0.01% of the 13F portfolio, value $1,698,059.

    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 81,482 shares
    Change vs previous 13F -2,984 shares

    <0.01% of the 13F portfolio, value $1,716,573.

    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 84,466 shares
    Change vs previous 13F +6,406 shares

    <0.01% of the 13F portfolio, value $1,723,951.

    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 78,060 shares
    Change vs previous 13F +1,821 shares

    <0.01% of the 13F portfolio, value $1,675,948.

    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 76,239 shares
    Change vs previous 13F -5,908 shares

    <0.01% of the 13F portfolio, value $1,620,841.

    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 82,147 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,801,485.

    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).