Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: PFGC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 19,228 PFGC 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 19,228 shares
    Change vs previous 13F +3,572 shares

    <0.01% of the 13F portfolio, value $2,149,477.

    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 15,656 shares
    Change vs previous 13F +1,619 shares

    <0.01% of the 13F portfolio, value $1,341,077.

    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 14,037 shares
    Change vs previous 13F -573 shares

    <0.01% of the 13F portfolio, value $1,262,190.

    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 14,610 shares
    Change vs previous 13F -2,926 shares

    <0.01% of the 13F portfolio, value $1,520,059.

    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 17,536 shares
    Change vs previous 13F -116 shares

    <0.01% of the 13F portfolio, value $1,533,903.

    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 17,652 shares
    Change vs previous 13F -4,374 shares

    <0.01% of the 13F portfolio, value $1,387,977.

    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 22,026 shares
    Change vs previous 13F +663 shares

    0.01% of the 13F portfolio, value $1,862,298.

    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 21,363 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,674,218.

    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).