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Disclosery

CAPTRUST FINANCIAL ADVISORS: TM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 436,886 TM 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 436,886 shares
    Change vs previous 13F +1,407 shares

    0.11% of the 13F portfolio, value $73,580,259.

    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 435,479 shares
    Change vs previous 13F +25,463 shares

    0.16% of the 13F portfolio, value $89,744,268.

    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 410,016 shares
    Change vs previous 13F +2,777 shares

    0.17% of the 13F portfolio, value $87,767,978.

    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 407,239 shares
    Change vs previous 13F +4,689 shares

    0.16% of the 13F portfolio, value $77,819,238.

    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 402,550 shares
    Change vs previous 13F +11,397 shares

    0.15% of the 13F portfolio, value $69,343,189.

    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 391,153 shares
    Change vs previous 13F +16,289 shares

    0.17% of the 13F portfolio, value $69,050,215.

    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 374,864 shares
    Change vs previous 13F +234,078 shares

    0.21% of the 13F portfolio, value $72,952,256.

    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 140,786 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $25,140,226.

    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).