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CAPTRUST FINANCIAL ADVISORS: PSN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 14,844 PSN 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 14,844 shares
    Change vs previous 13F +5,518 shares

    <0.01% of the 13F portfolio, value $777,677.

    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 9,326 shares
    Change vs previous 13F -5,717 shares

    <0.01% of the 13F portfolio, value $505,197.

    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 15,043 shares
    Change vs previous 13F -3,859 shares

    <0.01% of the 13F portfolio, value $929,657.

    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 18,902 shares
    Change vs previous 13F +1,828 shares

    <0.01% of the 13F portfolio, value $1,567,354.

    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 17,074 shares
    Change vs previous 13F +6,163 shares

    <0.01% of the 13F portfolio, value $1,225,401.

    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 10,911 shares
    Change vs previous 13F -119 shares

    <0.01% of the 13F portfolio, value $646,040.

    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 11,030 shares
    Change vs previous 13F +298 shares

    <0.01% of the 13F portfolio, value $1,017,518.

    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 10,732 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,112,694.

    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).