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CAPTRUST FINANCIAL ADVISORS: PSI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 118,245 PSI 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 118,245 shares
    Change vs previous 13F -24,105 shares

    0.03% of the 13F portfolio, value $22,208,776.

    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 142,350 shares
    Change vs previous 13F -34,821 shares

    0.02% of the 13F portfolio, value $13,434,993.

    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 177,171 shares
    Change vs previous 13F -21,689 shares

    0.03% of the 13F portfolio, value $13,971,705.

    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 198,860 shares
    Change vs previous 13F -44,526 shares

    0.03% of the 13F portfolio, value $13,984,631.

    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 243,386 shares
    Change vs previous 13F +60,614 shares

    0.03% of the 13F portfolio, value $14,593,425.

    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 182,772 shares
    Change vs previous 13F -12,734 shares

    0.02% of the 13F portfolio, value $8,659,737.

    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 195,506 shares
    Change vs previous 13F +2,165 shares

    0.03% of the 13F portfolio, value $11,323,708.

    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 193,341 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,120,974.

    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).