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CAPTRUST FINANCIAL ADVISORS: PLTK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 23,451 PLTK 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 23,451 shares
    Change vs previous 13F -14,057 shares

    <0.01% of the 13F portfolio, value $87,238.

    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 37,508 shares
    Change vs previous 13F -10,498 shares

    <0.01% of the 13F portfolio, value $104,258.

    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 48,006 shares
    Change vs previous 13F +8,090 shares

    <0.01% of the 13F portfolio, value $189,624.

    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 39,916 shares
    Change vs previous 13F +8,901 shares

    <0.01% of the 13F portfolio, value $155,275.

    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 31,015 shares
    Change vs previous 13F +19,300 shares

    <0.01% of the 13F portfolio, value $146,701.

    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 11,715 shares
    Change vs previous 13F -9,743 shares

    <0.01% of the 13F portfolio, value $60,567.

    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 21,458 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $148,919.

    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 21,474 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $170,074.

    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).