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CAPTRUST FINANCIAL ADVISORS: TCAF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 221,657 TCAF 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 221,657 shares
    Change vs previous 13F -240,666 shares

    0.01% of the 13F portfolio, value $9,110,086.

    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 462,323 shares
    Change vs previous 13F -21,881 shares

    0.02% of the 13F portfolio, value $8,816,693.

    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 484,204 shares
    Change vs previous 13F +236,513 shares

    0.02% of the 13F portfolio, value $10,292,406.

    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 247,691 shares
    Change vs previous 13F +32,089 shares

    0.02% of the 13F portfolio, value $9,337,951.

    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 215,602 shares
    Change vs previous 13F +161,868 shares

    0.02% of the 13F portfolio, value $7,606,447.

    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 53,734 shares
    Change vs previous 13F -6,914 shares

    <0.01% of the 13F portfolio, value $1,734,525.

    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 60,648 shares
    Change vs previous 13F +590 shares

    0.01% of the 13F portfolio, value $2,017,750.

    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 60,058 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,996,928.

    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).