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CAPTRUST FINANCIAL ADVISORS: POOL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 34,899 POOL 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 34,899 shares
    Change vs previous 13F +11,306 shares

    0.01% of the 13F portfolio, value $7,499,831.

    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 23,593 shares
    Change vs previous 13F +11,994 shares

    0.01% of the 13F portfolio, value $4,773,608.

    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 11,599 shares
    Change vs previous 13F +6,950 shares

    0.01% of the 13F portfolio, value $2,653,175.

    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 4,649 shares
    Change vs previous 13F -11,353 shares

    <0.01% of the 13F portfolio, value $1,441,595.

    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 16,002 shares
    Change vs previous 13F +860 shares

    0.01% of the 13F portfolio, value $4,664,289.

    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 15,142 shares
    Change vs previous 13F -1,512 shares

    0.01% of the 13F portfolio, value $4,820,303.

    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 16,654 shares
    Change vs previous 13F +273 shares

    0.02% of the 13F portfolio, value $5,677,967.

    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 16,381 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,172,307.

    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).