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CAPTRUST FINANCIAL ADVISORS: QEFA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 99,291 QEFA 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 99,291 shares
    Change vs previous 13F +1,706 shares

    0.01% of the 13F portfolio, value $9,533,425.

    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 97,585 shares
    Change vs previous 13F -524 shares

    0.02% of the 13F portfolio, value $9,101,753.

    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 98,109 shares
    Change vs previous 13F -2,522 shares

    0.02% of the 13F portfolio, value $8,895,543.

    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 100,631 shares
    Change vs previous 13F -656 shares

    0.02% of the 13F portfolio, value $8,846,471.

    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 101,287 shares
    Change vs previous 13F +570 shares

    0.02% of the 13F portfolio, value $8,643,833.

    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 100,717 shares
    Change vs previous 13F -5,449 shares

    0.02% of the 13F portfolio, value $7,952,211.

    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 106,166 shares
    Change vs previous 13F +3,236 shares

    0.02% of the 13F portfolio, value $7,698,097.

    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 102,930 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,283,951.

    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).