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Disclosery

CAPTRUST FINANCIAL ADVISORS: TH position timeline

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

CAPTRUST FINANCIAL ADVISORS held 122,059 TH 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 122,059 shares
    Change vs previous 13F -55,643 shares

    <0.01% of the 13F portfolio, value $2,485,121.

    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 177,702 shares
    Change vs previous 13F -9,575 shares

    <0.01% of the 13F portfolio, value $1,649,075.

    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 187,277 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $1,500,089.

    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 187,543 shares
    Change vs previous 13F -33,504 shares

    <0.01% of the 13F portfolio, value $1,590,365.

    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 221,047 shares
    Change vs previous 13F -14,056 shares

    <0.01% of the 13F portfolio, value $1,573,855.

    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 235,103 shares
    Change vs previous 13F -6,046 shares

    <0.01% of the 13F portfolio, value $1,546,978.

    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 241,149 shares
    Change vs previous 13F -9,459 shares

    0.01% of the 13F portfolio, value $2,330,705.

    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 250,608 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,949,730.

    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).