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CAPTRUST FINANCIAL ADVISORS: PM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 256,776 PM 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 256,776 shares
    Change vs previous 13F +5,091 shares

    0.07% of the 13F portfolio, value $46,453,298.

    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 251,685 shares
    Change vs previous 13F +33,037 shares

    0.07% of the 13F portfolio, value $41,613,183.

    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 218,648 shares
    Change vs previous 13F +13,006 shares

    0.07% of the 13F portfolio, value $35,071,134.

    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 205,642 shares
    Change vs previous 13F -2,533 shares

    0.07% of the 13F portfolio, value $33,355,195.

    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 208,175 shares
    Change vs previous 13F +15,833 shares

    0.08% of the 13F portfolio, value $37,914,911.

    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 192,342 shares
    Change vs previous 13F +6,998 shares

    0.08% of the 13F portfolio, value $30,530,454.

    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 185,344 shares
    Change vs previous 13F +10,154 shares

    0.06% of the 13F portfolio, value $22,306,163.

    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 175,190 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $21,268,035.

    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).