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CAPTRUST FINANCIAL ADVISORS: SPOT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 51,112 SPOT 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 51,112 shares
    Change vs previous 13F +1,759 shares

    0.04% of the 13F portfolio, value $23,466,824.

    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 49,353 shares
    Change vs previous 13F +8,786 shares

    0.04% of the 13F portfolio, value $23,931,881.

    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 40,567 shares
    Change vs previous 13F -3,004 shares

    0.04% of the 13F portfolio, value $23,557,557.

    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 43,571 shares
    Change vs previous 13F -235 shares

    0.06% of the 13F portfolio, value $30,412,756.

    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 43,806 shares
    Change vs previous 13F +1,911 shares

    0.07% of the 13F portfolio, value $33,613,793.

    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 41,895 shares
    Change vs previous 13F -1,735 shares

    0.06% of the 13F portfolio, value $23,043,517.

    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 43,630 shares
    Change vs previous 13F +1,825 shares

    0.06% of the 13F portfolio, value $19,518,988.

    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 41,805 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $15,406,319.

    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).