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CAPTRUST FINANCIAL ADVISORS: TIP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 41,282 TIP 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 41,282 shares
    Change vs previous 13F -869 shares

    0.01% of the 13F portfolio, value $4,517,483.

    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 42,151 shares
    Change vs previous 13F +9,732 shares

    0.01% of the 13F portfolio, value $4,651,834.

    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 32,419 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $3,563,166.

    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 32,649 shares
    Change vs previous 13F -3,918 shares

    0.01% of the 13F portfolio, value $3,631,210.

    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 36,567 shares
    Change vs previous 13F +3,247 shares

    0.01% of the 13F portfolio, value $4,023,791.

    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 33,320 shares
    Change vs previous 13F +5,899 shares

    0.01% of the 13F portfolio, value $3,701,511.

    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 27,421 shares
    Change vs previous 13F -4,247 shares

    0.01% of the 13F portfolio, value $2,921,760.

    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 31,668 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,498,343.

    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).