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CAPTRUST FINANCIAL ADVISORS: PPL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 91,984 PPL 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 91,984 shares
    Change vs previous 13F -31,587 shares

    0.01% of the 13F portfolio, value $3,343,602.

    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 123,571 shares
    Change vs previous 13F +7,795 shares

    0.01% of the 13F portfolio, value $4,720,414.

    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 115,776 shares
    Change vs previous 13F +44,657 shares

    0.01% of the 13F portfolio, value $4,054,470.

    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 71,119 shares
    Change vs previous 13F -2,226 shares

    0.01% of the 13F portfolio, value $2,642,777.

    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 73,345 shares
    Change vs previous 13F +1,650 shares

    0.01% of the 13F portfolio, value $2,485,645.

    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 71,695 shares
    Change vs previous 13F +33,582 shares

    0.01% of the 13F portfolio, value $2,588,890.

    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 38,113 shares
    Change vs previous 13F +2,317 shares

    <0.01% of the 13F portfolio, value $1,237,152.

    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 35,796 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,184,123.

    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).