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Disclosery

CAPTRUST FINANCIAL ADVISORS: PNW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 128,921 PNW 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 128,921 shares
    Change vs previous 13F -6,692 shares

    0.02% of the 13F portfolio, value $13,794,544.

    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 135,613 shares
    Change vs previous 13F -5,320 shares

    0.02% of the 13F portfolio, value $13,663,031.

    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 140,933 shares
    Change vs previous 13F -11,338 shares

    0.02% of the 13F portfolio, value $12,500,735.

    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 152,271 shares
    Change vs previous 13F -27,823 shares

    0.03% of the 13F portfolio, value $13,652,597.

    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 180,094 shares
    Change vs previous 13F -570,209 shares

    0.04% of the 13F portfolio, value $16,112,997.

    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 750,303 shares
    Change vs previous 13F +9,338 shares

    0.18% of the 13F portfolio, value $71,466,380.

    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 740,965 shares
    Change vs previous 13F +8,934 shares

    0.18% of the 13F portfolio, value $62,811,623.

    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 732,031 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $64,850,614.

    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).