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CAPTRUST FINANCIAL ADVISORS: QYLD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 240,892 QYLD 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 240,892 shares
    Change vs previous 13F +50,453 shares

    0.01% of the 13F portfolio, value $4,439,633.

    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 190,439 shares
    Change vs previous 13F +13,555 shares

    0.01% of the 13F portfolio, value $3,264,405.

    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 176,884 shares
    Change vs previous 13F +13,353 shares

    0.01% of the 13F portfolio, value $3,125,547.

    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 163,531 shares
    Change vs previous 13F +27,600 shares

    0.01% of the 13F portfolio, value $2,781,662.

    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 135,931 shares
    Change vs previous 13F +30,650 shares

    0.01% of the 13F portfolio, value $2,272,772.

    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 105,281 shares
    Change vs previous 13F +49,698 shares

    <0.01% of the 13F portfolio, value $1,750,825.

    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 55,583 shares
    Change vs previous 13F -7,457 shares

    <0.01% of the 13F portfolio, value $1,012,716.

    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 63,040 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,137,242.

    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).