Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: PFG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 60,308 PFG 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 60,308 shares
    Change vs previous 13F +4,676 shares

    0.01% of the 13F portfolio, value $6,500,013.

    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 55,632 shares
    Change vs previous 13F +3,636 shares

    0.01% of the 13F portfolio, value $5,012,986.

    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 51,996 shares
    Change vs previous 13F +11,194 shares

    0.01% of the 13F portfolio, value $4,586,545.

    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 40,802 shares
    Change vs previous 13F +7,148 shares

    0.01% of the 13F portfolio, value $3,382,888.

    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 33,654 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $2,673,136.

    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 33,700 shares
    Change vs previous 13F +3,093 shares

    0.01% of the 13F portfolio, value $2,843,283.

    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 30,607 shares
    Change vs previous 13F +3,731 shares

    0.01% of the 13F portfolio, value $2,369,284.

    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 26,876 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,308,657.

    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).