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CAPTRUST FINANCIAL ADVISORS: PRFZ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 247,800 PRFZ 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 247,800 shares
    Change vs previous 13F -4,680 shares

    0.02% of the 13F portfolio, value $13,819,778.

    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 252,480 shares
    Change vs previous 13F +973 shares

    0.02% of the 13F portfolio, value $11,581,267.

    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 251,507 shares
    Change vs previous 13F +1,144 shares

    0.02% of the 13F portfolio, value $11,541,640.

    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 250,363 shares
    Change vs previous 13F -4,523 shares

    0.02% of the 13F portfolio, value $11,371,492.

    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 254,886 shares
    Change vs previous 13F +4,254 shares

    0.02% of the 13F portfolio, value $10,366,206.

    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 250,632 shares
    Change vs previous 13F -8,133 shares

    0.02% of the 13F portfolio, value $9,488,929.

    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 258,765 shares
    Change vs previous 13F -26,541 shares

    0.03% of the 13F portfolio, value $10,767,223.

    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 285,306 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,854,453.

    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).