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CAPTRUST FINANCIAL ADVISORS: TOTL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 559,128 TOTL 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 559,128 shares
    Change vs previous 13F -179,364 shares

    0.03% of the 13F portfolio, value $22,068,789.

    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 738,492 shares
    Change vs previous 13F +267,249 shares

    0.05% of the 13F portfolio, value $29,339,808.

    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 471,243 shares
    Change vs previous 13F -49,427 shares

    0.04% of the 13F portfolio, value $18,967,548.

    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 520,670 shares
    Change vs previous 13F +6,139 shares

    0.04% of the 13F portfolio, value $21,123,598.

    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 514,531 shares
    Change vs previous 13F +271,382 shares

    0.05% of the 13F portfolio, value $20,637,849.

    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 243,149 shares
    Change vs previous 13F -6,397 shares

    0.02% of the 13F portfolio, value $9,796,475.

    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 249,546 shares
    Change vs previous 13F +28,389 shares

    0.03% of the 13F portfolio, value $9,829,597.

    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 221,157 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,155,904.

    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).