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CAPTRUST FINANCIAL ADVISORS: RMD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 49,056 RMD 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 49,056 shares
    Change vs previous 13F -438,805 shares

    0.01% of the 13F portfolio, value $9,560,062.

    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 487,861 shares
    Change vs previous 13F +7,803 shares

    0.19% of the 13F portfolio, value $109,509,874.

    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 480,058 shares
    Change vs previous 13F -57,565 shares

    0.22% of the 13F portfolio, value $115,631,542.

    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 537,623 shares
    Change vs previous 13F +27,565 shares

    0.3% of the 13F portfolio, value $147,163,581.

    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 510,058 shares
    Change vs previous 13F +29,729 shares

    0.29% of the 13F portfolio, value $131,594,914.

    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 480,329 shares
    Change vs previous 13F +36,989 shares

    0.27% of the 13F portfolio, value $107,521,589.

    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 443,340 shares
    Change vs previous 13F +394,803 shares

    0.29% of the 13F portfolio, value $101,387,488.

    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 48,537 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,848,759.

    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).