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Disclosery

CAPTRUST FINANCIAL ADVISORS: R position timeline

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

CAPTRUST FINANCIAL ADVISORS held 6,823 R 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 6,823 shares
    Change vs previous 13F +437 shares

    <0.01% of the 13F portfolio, value $1,799,616.

    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 6,386 shares
    Change vs previous 13F +955 shares

    <0.01% of the 13F portfolio, value $1,307,336.

    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 5,431 shares
    Change vs previous 13F -361 shares

    <0.01% of the 13F portfolio, value $1,039,494.

    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 5,792 shares
    Change vs previous 13F +873 shares

    <0.01% of the 13F portfolio, value $1,092,550.

    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 4,919 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $782,121.

    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 4,927 shares
    Change vs previous 13F -177 shares

    <0.01% of the 13F portfolio, value $708,552.

    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 5,104 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $800,613.

    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 5,057 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $737,311.

    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).