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CAPTRUST FINANCIAL ADVISORS: QUAL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 398,832 QUAL 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 398,832 shares
    Change vs previous 13F -3,610 shares

    0.13% of the 13F portfolio, value $87,515,772.

    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 402,442 shares
    Change vs previous 13F -1,306 shares

    0.14% of the 13F portfolio, value $77,168,922.

    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 403,748 shares
    Change vs previous 13F -3,185 shares

    0.15% of the 13F portfolio, value $80,192,509.

    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 406,933 shares
    Change vs previous 13F -2,463 shares

    0.16% of the 13F portfolio, value $79,148,463.

    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 409,396 shares
    Change vs previous 13F -18,851 shares

    0.17% of the 13F portfolio, value $74,845,835.

    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 428,247 shares
    Change vs previous 13F +21,353 shares

    0.18% of the 13F portfolio, value $73,183,197.

    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 406,894 shares
    Change vs previous 13F +1,329 shares

    0.21% of the 13F portfolio, value $72,459,674.

    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 405,565 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $72,717,842.

    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).