Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: STAG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 32,986 STAG 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 32,986 shares
    Change vs previous 13F +2,439 shares

    <0.01% of the 13F portfolio, value $1,255,437.

    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 30,547 shares
    Change vs previous 13F -477 shares

    <0.01% of the 13F portfolio, value $1,101,531.

    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 31,024 shares
    Change vs previous 13F -644 shares

    <0.01% of the 13F portfolio, value $1,140,459.

    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 31,668 shares
    Change vs previous 13F +3,277 shares

    <0.01% of the 13F portfolio, value $1,117,559.

    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 28,391 shares
    Change vs previous 13F -3,049 shares

    <0.01% of the 13F portfolio, value $1,030,022.

    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 31,440 shares
    Change vs previous 13F +3,241 shares

    <0.01% of the 13F portfolio, value $1,135,622.

    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 28,199 shares
    Change vs previous 13F +3,699 shares

    <0.01% of the 13F portfolio, value $953,680.

    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 24,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $957,707.

    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).