Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: TD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 26,328 TD 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 26,328 shares
    Change vs previous 13F -5,761 shares

    <0.01% of the 13F portfolio, value $3,197,032.

    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 32,089 shares
    Change vs previous 13F -692 shares

    0.01% of the 13F portfolio, value $2,994,270.

    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 32,781 shares
    Change vs previous 13F +16,846 shares

    0.01% of the 13F portfolio, value $3,087,926.

    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 15,935 shares
    Change vs previous 13F +2,753 shares

    <0.01% of the 13F portfolio, value $1,273,986.

    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 13,182 shares
    Change vs previous 13F -123 shares

    <0.01% of the 13F portfolio, value $968,194.

    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 13,305 shares
    Change vs previous 13F +1,407 shares

    <0.01% of the 13F portfolio, value $797,515.

    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 11,898 shares
    Change vs previous 13F -6,334 shares

    <0.01% of the 13F portfolio, value $633,433.

    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 18,232 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,153,334.

    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).