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CAPTRUST FINANCIAL ADVISORS: RSP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 191,216 RSP 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 191,216 shares
    Change vs previous 13F -7,346 shares

    0.06% of the 13F portfolio, value $40,685,024.

    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 198,562 shares
    Change vs previous 13F +30,197 shares

    0.07% of the 13F portfolio, value $38,108,020.

    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 168,365 shares
    Change vs previous 13F +21,218 shares

    0.06% of the 13F portfolio, value $32,252,015.

    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 147,147 shares
    Change vs previous 13F -27,169 shares

    0.06% of the 13F portfolio, value $27,913,840.

    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 174,316 shares
    Change vs previous 13F +30,498 shares

    0.07% of the 13F portfolio, value $31,680,113.

    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 143,818 shares
    Change vs previous 13F -10,282 shares

    0.06% of the 13F portfolio, value $24,913,512.

    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 154,100 shares
    Change vs previous 13F +23,185 shares

    0.08% of the 13F portfolio, value $27,002,916.

    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 130,915 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $23,454,809.

    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).