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CAPTRUST FINANCIAL ADVISORS: ROBO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 21,811 ROBO 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 21,811 shares
    Change vs previous 13F +4,159 shares

    <0.01% of the 13F portfolio, value $1,868,333.

    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 17,652 shares
    Change vs previous 13F -579 shares

    <0.01% of the 13F portfolio, value $1,207,929.

    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 18,231 shares
    Change vs previous 13F -1,777 shares

    <0.01% of the 13F portfolio, value $1,263,624.

    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 20,008 shares
    Change vs previous 13F -2,770 shares

    <0.01% of the 13F portfolio, value $1,311,756.

    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 22,778 shares
    Change vs previous 13F +1,367 shares

    <0.01% of the 13F portfolio, value $1,361,697.

    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 21,411 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $1,102,691.

    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 21,409 shares
    Change vs previous 13F -72,559 shares

    <0.01% of the 13F portfolio, value $1,204,460.

    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 93,968 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,362,751.

    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).