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CAPTRUST FINANCIAL ADVISORS: TOST position timeline

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

CAPTRUST FINANCIAL ADVISORS held 44,679 TOST 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 44,679 shares
    Change vs previous 13F +808 shares

    <0.01% of the 13F portfolio, value $1,242,969.

    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 43,871 shares
    Change vs previous 13F +3,622 shares

    <0.01% of the 13F portfolio, value $1,163,026.

    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 40,249 shares
    Change vs previous 13F -10,249 shares

    <0.01% of the 13F portfolio, value $1,429,251.

    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 50,498 shares
    Change vs previous 13F +1,680 shares

    <0.01% of the 13F portfolio, value $1,843,670.

    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 48,818 shares
    Change vs previous 13F +15,806 shares

    <0.01% of the 13F portfolio, value $2,162,160.

    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 33,012 shares
    Change vs previous 13F +2,439 shares

    <0.01% of the 13F portfolio, value $1,094,996.

    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 30,573 shares
    Change vs previous 13F -6,362 shares

    <0.01% of the 13F portfolio, value $1,114,373.

    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 36,935 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,045,620.

    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).