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CAPTRUST FINANCIAL ADVISORS: PWB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 68,254 PWB 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 68,254 shares
    Change vs previous 13F -1,400 shares

    0.02% of the 13F portfolio, value $11,498,150.

    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 69,654 shares
    Change vs previous 13F -910 shares

    0.02% of the 13F portfolio, value $8,771,589.

    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 70,564 shares
    Change vs previous 13F -412 shares

    0.02% of the 13F portfolio, value $8,969,452.

    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 70,976 shares
    Change vs previous 13F -4,982 shares

    0.02% of the 13F portfolio, value $8,901,871.

    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 75,958 shares
    Change vs previous 13F -1,371 shares

    0.02% of the 13F portfolio, value $8,920,564.

    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 77,329 shares
    Change vs previous 13F -1,765 shares

    0.02% of the 13F portfolio, value $7,426,706.

    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 79,094 shares
    Change vs previous 13F +128 shares

    0.02% of the 13F portfolio, value $8,046,888.

    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 78,966 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,792,557.

    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).