Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: TEAM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 53,839 TEAM 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 53,839 shares
    Change vs previous 13F +33,741 shares

    0.01% of the 13F portfolio, value $4,188,123.

    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 20,098 shares
    Change vs previous 13F -23,546 shares

    <0.01% of the 13F portfolio, value $1,371,336.

    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 43,644 shares
    Change vs previous 13F +30,598 shares

    0.01% of the 13F portfolio, value $7,076,414.

    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 13,046 shares
    Change vs previous 13F -956 shares

    <0.01% of the 13F portfolio, value $2,083,421.

    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 14,002 shares
    Change vs previous 13F +156 shares

    0.01% of the 13F portfolio, value $2,843,709.

    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 13,846 shares
    Change vs previous 13F +859 shares

    0.01% of the 13F portfolio, value $2,938,215.

    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 12,987 shares
    Change vs previous 13F -86 shares

    0.01% of the 13F portfolio, value $3,160,705.

    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 13,073 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,076,166.

    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).