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CAPTRUST FINANCIAL ADVISORS: PFF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 404,432 PFF 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 404,432 shares
    Change vs previous 13F +21,519 shares

    0.02% of the 13F portfolio, value $12,331,120.

    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 382,913 shares
    Change vs previous 13F +95,996 shares

    0.02% of the 13F portfolio, value $11,609,909.

    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 286,917 shares
    Change vs previous 13F +3,360 shares

    0.02% of the 13F portfolio, value $8,882,955.

    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 283,557 shares
    Change vs previous 13F -21,801 shares

    0.02% of the 13F portfolio, value $8,966,072.

    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 305,358 shares
    Change vs previous 13F +22,103 shares

    0.02% of the 13F portfolio, value $9,368,391.

    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 283,255 shares
    Change vs previous 13F +6,588 shares

    0.02% of the 13F portfolio, value $8,704,423.

    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 276,667 shares
    Change vs previous 13F -811 shares

    0.02% of the 13F portfolio, value $8,698,419.

    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 277,478 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,220,608.

    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).