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CAPTRUST FINANCIAL ADVISORS: ROL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 405,096 ROL 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 405,096 shares
    Change vs previous 13F +49,323 shares

    0.03% of the 13F portfolio, value $16,908,715.

    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 355,773 shares
    Change vs previous 13F +17,556 shares

    0.03% of the 13F portfolio, value $19,001,723.

    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 338,217 shares
    Change vs previous 13F -8,179 shares

    0.04% of the 13F portfolio, value $20,299,794.

    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 346,396 shares
    Change vs previous 13F +7,500 shares

    0.04% of the 13F portfolio, value $20,347,302.

    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 338,896 shares
    Change vs previous 13F -62,430 shares

    0.04% of the 13F portfolio, value $19,120,526.

    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 401,326 shares
    Change vs previous 13F +386,925 shares

    0.05% of the 13F portfolio, value $21,683,655.

    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 14,401 shares
    Change vs previous 13F -10,678 shares

    <0.01% of the 13F portfolio, value $667,489.

    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 25,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,268,499.

    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).