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CAPTRUST FINANCIAL ADVISORS: TFI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 15,208 TFI 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 15,208 shares
    Change vs previous 13F -340 shares

    <0.01% of the 13F portfolio, value $696,546.

    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 15,548 shares
    Change vs previous 13F +8,193 shares

    <0.01% of the 13F portfolio, value $704,959.

    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 7,355 shares
    Change vs previous 13F -2,171 shares

    <0.01% of the 13F portfolio, value $336,206.

    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 9,526 shares
    Change vs previous 13F +2,559 shares

    <0.01% of the 13F portfolio, value $434,102.

    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 6,967 shares
    Change vs previous 13F -498 shares

    <0.01% of the 13F portfolio, value $311,219.

    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 7,465 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $336,448.

    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).