CAPTRUST FINANCIAL ADVISORS: PSMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PSMT, newest first. How the timeline and the estimate are built.
CAPTRUST FINANCIAL ADVISORS held 9,206 PSMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 9,206 sharesChange vs previous 13F +585 shares
<0.01% of the 13F portfolio, value $1,798,320.
13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,621 sharesChange vs previous 13F -3,218 shares
<0.01% of the 13F portfolio, value $1,297,460.
13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,839 sharesChange vs previous 13F -210 shares
<0.01% of the 13F portfolio, value $1,452,297.
13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,049 sharesChange vs previous 13F +685 shares
<0.01% of the 13F portfolio, value $1,460,225.
13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,364 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,193,675.
13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).