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CAPTRUST FINANCIAL ADVISORS: TAP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 46,925 TAP 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 46,925 shares
    Change vs previous 13F +29,118 shares

    <0.01% of the 13F portfolio, value $1,828,202.

    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 17,807 shares
    Change vs previous 13F +1,872 shares

    <0.01% of the 13F portfolio, value $766,757.

    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 15,935 shares
    Change vs previous 13F -8,209 shares

    <0.01% of the 13F portfolio, value $743,834.

    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 24,144 shares
    Change vs previous 13F -1,239 shares

    <0.01% of the 13F portfolio, value $1,092,523.

    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 25,383 shares
    Change vs previous 13F -7,721 shares

    <0.01% of the 13F portfolio, value $1,220,671.

    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 33,104 shares
    Change vs previous 13F +5,703 shares

    0.01% of the 13F portfolio, value $2,015,041.

    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 27,401 shares
    Change vs previous 13F -4,689 shares

    <0.01% of the 13F portfolio, value $1,570,627.

    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 32,090 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,845,824.

    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).