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CAPTRUST FINANCIAL ADVISORS: TMFG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 20,480 TMFG 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 20,480 shares
    Change vs previous 13F +3,801 shares

    <0.01% of the 13F portfolio, value $629,848.

    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 16,679 shares
    Change vs previous 13F +89 shares

    <0.01% of the 13F portfolio, value $471,283.

    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 16,590 shares
    Change vs previous 13F -1,042 shares

    <0.01% of the 13F portfolio, value $500,358.

    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 17,632 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $527,902.

    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 17,632 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $535,759.

    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 17,632 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $488,027.

    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).