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CAPTRUST FINANCIAL ADVISORS: RS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 33,723 RS 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 33,723 shares
    Change vs previous 13F -9,694 shares

    0.02% of the 13F portfolio, value $12,598,762.

    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 43,417 shares
    Change vs previous 13F +36,839 shares

    0.02% of the 13F portfolio, value $13,195,197.

    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 6,578 shares
    Change vs previous 13F +1,835 shares

    <0.01% of the 13F portfolio, value $1,900,077.

    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 4,743 shares
    Change vs previous 13F +537 shares

    <0.01% of the 13F portfolio, value $1,331,904.

    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 4,206 shares
    Change vs previous 13F +995 shares

    <0.01% of the 13F portfolio, value $1,320,204.

    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 3,211 shares
    Change vs previous 13F -895 shares

    <0.01% of the 13F portfolio, value $927,231.

    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 4,106 shares
    Change vs previous 13F +151 shares

    <0.01% of the 13F portfolio, value $1,105,452.

    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 3,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,143,716.

    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).