Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: REG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 11,017 REG 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 11,017 shares
    Change vs previous 13F +2,560 shares

    <0.01% of the 13F portfolio, value $878,492.

    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 8,457 shares
    Change vs previous 13F -57 shares

    <0.01% of the 13F portfolio, value $639,848.

    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 8,514 shares
    Change vs previous 13F +3,554 shares

    <0.01% of the 13F portfolio, value $587,701.

    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 4,960 shares
    Change vs previous 13F -1,742 shares

    <0.01% of the 13F portfolio, value $361,566.

    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 6,702 shares
    Change vs previous 13F +891 shares

    <0.01% of the 13F portfolio, value $477,399.

    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 5,811 shares
    Change vs previous 13F +342 shares

    <0.01% of the 13F portfolio, value $428,624.

    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 5,469 shares
    Change vs previous 13F +1,631 shares

    <0.01% of the 13F portfolio, value $404,328.

    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 3,838 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $277,223.

    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).