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Disclosery

CAPTRUST FINANCIAL ADVISORS: PR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 151,813 PR 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 151,813 shares
    Change vs previous 13F -231,698 shares

    <0.01% of the 13F portfolio, value $2,794,885.

    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 383,511 shares
    Change vs previous 13F +298,868 shares

    0.01% of the 13F portfolio, value $8,176,647.

    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 84,643 shares
    Change vs previous 13F +5,584 shares

    <0.01% of the 13F portfolio, value $1,187,541.

    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 79,059 shares
    Change vs previous 13F -837 shares

    <0.01% of the 13F portfolio, value $1,011,955.

    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 79,896 shares
    Change vs previous 13F +21,027 shares

    <0.01% of the 13F portfolio, value $1,088,184.

    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 58,869 shares
    Change vs previous 13F +24,995 shares

    <0.01% of the 13F portfolio, value $815,342.

    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 33,874 shares
    Change vs previous 13F -8,068 shares

    <0.01% of the 13F portfolio, value $487,102.

    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 41,942 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $570,831.

    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).