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CAPTRUST FINANCIAL ADVISORS: SHY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 21,086,882 SHY 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 21,086,882 shares
    Change vs previous 13F +1,895,996 shares

    2.65% of the 13F portfolio, value $1,731,443,935.

    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 19,190,886 shares
    Change vs previous 13F +1,226,127 shares

    2.77% of the 13F portfolio, value $1,584,586,616.

    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 17,964,759 shares
    Change vs previous 13F +940,434 shares

    2.83% of the 13F portfolio, value $1,487,841,349.

    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 17,024,325 shares
    Change vs previous 13F +6,281,496 shares

    2.88% of the 13F portfolio, value $1,412,337,910.

    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 10,742,829 shares
    Change vs previous 13F +502,122 shares

    1.99% of the 13F portfolio, value $890,150,683.

    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 10,240,707 shares
    Change vs previous 13F +1,008,083 shares

    2.13% of the 13F portfolio, value $847,213,547.

    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 9,232,624 shares
    Change vs previous 13F +766,782 shares

    2.16% of the 13F portfolio, value $756,890,420.

    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 8,465,842 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $703,935,073.

    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).