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CAPTRUST FINANCIAL ADVISORS: TLT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 72,865 TLT 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 72,865 shares
    Change vs previous 13F -337 shares

    0.01% of the 13F portfolio, value $6,296,978.

    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 73,202 shares
    Change vs previous 13F -10,400 shares

    0.01% of the 13F portfolio, value $6,346,016.

    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 83,602 shares
    Change vs previous 13F -9,522 shares

    0.01% of the 13F portfolio, value $7,286,770.

    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 93,124 shares
    Change vs previous 13F +18,972 shares

    0.02% of the 13F portfolio, value $8,322,536.

    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 74,152 shares
    Change vs previous 13F -14,788 shares

    0.01% of the 13F portfolio, value $6,543,932.

    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 88,940 shares
    Change vs previous 13F -8,524 shares

    0.02% of the 13F portfolio, value $8,096,231.

    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 97,464 shares
    Change vs previous 13F -53,662 shares

    0.02% of the 13F portfolio, value $8,511,545.

    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 151,126 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,825,499.

    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).