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CAPTRUST FINANCIAL ADVISORS: PWV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 102,602 PWV 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 102,602 shares
    Change vs previous 13F -1,153 shares

    0.01% of the 13F portfolio, value $7,774,120.

    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 103,755 shares
    Change vs previous 13F +5,112 shares

    0.01% of the 13F portfolio, value $7,232,782.

    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 98,643 shares
    Change vs previous 13F -6,234 shares

    0.01% of the 13F portfolio, value $6,561,742.

    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 104,877 shares
    Change vs previous 13F -565 shares

    0.01% of the 13F portfolio, value $6,839,039.

    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 105,442 shares
    Change vs previous 13F -4,582 shares

    0.01% of the 13F portfolio, value $6,552,146.

    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 110,024 shares
    Change vs previous 13F -490 shares

    0.02% of the 13F portfolio, value $6,547,513.

    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 110,514 shares
    Change vs previous 13F -3,141 shares

    0.02% of the 13F portfolio, value $6,285,597.

    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 113,655 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,628,479.

    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).