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CAPTRUST FINANCIAL ADVISORS: TBIL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 24,052 TBIL 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 24,052 shares
    Change vs previous 13F +174 shares

    <0.01% of the 13F portfolio, value $1,199,233.

    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 23,878 shares
    Change vs previous 13F -33,805 shares

    <0.01% of the 13F portfolio, value $1,190,557.

    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 57,683 shares
    Change vs previous 13F +47,980 shares

    0.01% of the 13F portfolio, value $2,877,204.

    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 9,703 shares
    Change vs previous 13F -178,221 shares

    <0.01% of the 13F portfolio, value $485,125.

    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 187,924 shares
    Change vs previous 13F +183,624 shares

    0.02% of the 13F portfolio, value $9,395,258.

    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 4,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,022.

    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).