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CAPTRUST FINANCIAL ADVISORS: PFLD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 171,102 PFLD 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 171,102 shares
    Change vs previous 13F +1,677 shares

    0.01% of the 13F portfolio, value $3,345,037.

    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 169,425 shares
    Change vs previous 13F +979 shares

    0.01% of the 13F portfolio, value $3,280,071.

    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 168,446 shares
    Change vs previous 13F +6,771 shares

    0.01% of the 13F portfolio, value $3,295,642.

    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 161,675 shares
    Change vs previous 13F -4,380 shares

    0.01% of the 13F portfolio, value $3,185,004.

    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 166,055 shares
    Change vs previous 13F +1,029 shares

    0.01% of the 13F portfolio, value $3,256,339.

    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 165,026 shares
    Change vs previous 13F +2,670 shares

    0.01% of the 13F portfolio, value $3,333,535.

    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 162,356 shares
    Change vs previous 13F +6,225 shares

    0.01% of the 13F portfolio, value $3,338,031.

    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 156,131 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,306,845.

    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).