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Disclosery

CAPTRUST FINANCIAL ADVISORS: PI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 87,454 PI 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 87,454 shares
    Change vs previous 13F +72,937 shares

    0.02% of the 13F portfolio, value $12,526,036.

    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 14,517 shares
    Change vs previous 13F +853 shares

    <0.01% of the 13F portfolio, value $1,490,896.

    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 13,664 shares
    Change vs previous 13F +270 shares

    <0.01% of the 13F portfolio, value $2,377,673.

    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 13,394 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $2,420,966.

    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 13,455 shares
    Change vs previous 13F +558 shares

    <0.01% of the 13F portfolio, value $1,494,447.

    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 12,897 shares
    Change vs previous 13F -294 shares

    <0.01% of the 13F portfolio, value $1,169,758.

    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 13,191 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $1,916,125.

    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 13,170 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,851,568.

    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).