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CAPTRUST FINANCIAL ADVISORS: TNL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 14,943 TNL 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 14,943 shares
    Change vs previous 13F -998 shares

    <0.01% of the 13F portfolio, value $1,142,114.

    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 15,941 shares
    Change vs previous 13F +167 shares

    <0.01% of the 13F portfolio, value $1,102,825.

    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 15,774 shares
    Change vs previous 13F +1,037 shares

    <0.01% of the 13F portfolio, value $1,112,517.

    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 14,737 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $876,727.

    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 14,368 shares
    Change vs previous 13F +6,490 shares

    <0.01% of the 13F portfolio, value $741,543.

    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 7,878 shares
    Change vs previous 13F +1,575 shares

    <0.01% of the 13F portfolio, value $364,684.

    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 6,303 shares
    Change vs previous 13F +1,445 shares

    <0.01% of the 13F portfolio, value $317,992.

    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 4,858 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,866.

    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).