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CAPTRUST FINANCIAL ADVISORS: SUB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,388,673 SUB 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 1,388,673 shares
    Change vs previous 13F +91,945 shares

    0.23% of the 13F portfolio, value $147,852,039.

    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 1,296,728 shares
    Change vs previous 13F +44,293 shares

    0.24% of the 13F portfolio, value $138,101,244.

    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 1,252,435 shares
    Change vs previous 13F +27,839 shares

    0.25% of the 13F portfolio, value $133,634,789.

    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 1,224,596 shares
    Change vs previous 13F -193,618 shares

    0.27% of the 13F portfolio, value $130,762,379.

    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 1,418,214 shares
    Change vs previous 13F +98,544 shares

    0.34% of the 13F portfolio, value $150,812,900.

    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 1,319,670 shares
    Change vs previous 13F +34,065 shares

    0.35% of the 13F portfolio, value $139,357,199.

    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 1,285,605 shares
    Change vs previous 13F +73,257 shares

    0.39% of the 13F portfolio, value $135,605,626.

    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 1,212,348 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $128,739,198.

    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).