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Disclosery

CAPTRUST FINANCIAL ADVISORS: REM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 28,727 REM 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 28,727 shares
    Change vs previous 13F -7,928 shares

    <0.01% of the 13F portfolio, value $633,426.

    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 36,655 shares
    Change vs previous 13F +2,400 shares

    <0.01% of the 13F portfolio, value $786,978.

    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 34,255 shares
    Change vs previous 13F +1,228 shares

    <0.01% of the 13F portfolio, value $759,771.

    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 33,027 shares
    Change vs previous 13F +1,480 shares

    <0.01% of the 13F portfolio, value $725,599.

    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 31,547 shares
    Change vs previous 13F -440 shares

    <0.01% of the 13F portfolio, value $674,470.

    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 31,987 shares
    Change vs previous 13F +392 shares

    <0.01% of the 13F portfolio, value $717,798.

    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 31,595 shares
    Change vs previous 13F -9,929 shares

    <0.01% of the 13F portfolio, value $674,554.

    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 41,524 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $985,355.

    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).