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CAPTRUST FINANCIAL ADVISORS: STIP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 25,324 STIP 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 25,324 shares
    Change vs previous 13F +4,120 shares

    <0.01% of the 13F portfolio, value $2,587,063.

    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 21,204 shares
    Change vs previous 13F +2,740 shares

    <0.01% of the 13F portfolio, value $2,193,172.

    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 18,464 shares
    Change vs previous 13F +141 shares

    <0.01% of the 13F portfolio, value $1,890,571.

    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 18,323 shares
    Change vs previous 13F -175 shares

    <0.01% of the 13F portfolio, value $1,893,831.

    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 18,498 shares
    Change vs previous 13F -581 shares

    <0.01% of the 13F portfolio, value $1,903,646.

    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 19,079 shares
    Change vs previous 13F -1,292 shares

    <0.01% of the 13F portfolio, value $1,974,074.

    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 20,371 shares
    Change vs previous 13F +93 shares

    0.01% of the 13F portfolio, value $2,049,332.

    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 20,278 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,054,606.

    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).