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CAPTRUST FINANCIAL ADVISORS: PRF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 362,647 PRF 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 362,647 shares
    Change vs previous 13F -129,613 shares

    0.03% of the 13F portfolio, value $19,593,798.

    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 492,260 shares
    Change vs previous 13F +3,463 shares

    0.03% of the 13F portfolio, value $18,179,421.

    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 488,797 shares
    Change vs previous 13F +139,972 shares

    0.03% of the 13F portfolio, value $17,785,922.

    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 348,825 shares
    Change vs previous 13F +12,255 shares

    0.03% of the 13F portfolio, value $15,770,363.

    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 336,570 shares
    Change vs previous 13F +24,561 shares

    0.03% of the 13F portfolio, value $14,226,816.

    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 312,009 shares
    Change vs previous 13F -17,333 shares

    0.03% of the 13F portfolio, value $12,608,282.

    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 329,342 shares
    Change vs previous 13F +559 shares

    0.04% of the 13F portfolio, value $13,285,674.

    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 328,783 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,358,444.

    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).