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CAPTRUST FINANCIAL ADVISORS: TOWN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 331,228 TOWN 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 331,228 shares
    Change vs previous 13F +8,986 shares

    0.02% of the 13F portfolio, value $12,003,715.

    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 322,242 shares
    Change vs previous 13F +270,161 shares

    0.02% of the 13F portfolio, value $10,849,881.

    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 52,081 shares
    Change vs previous 13F +6,154 shares

    <0.01% of the 13F portfolio, value $1,737,936.

    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 45,927 shares
    Change vs previous 13F +1,611 shares

    <0.01% of the 13F portfolio, value $1,587,698.

    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 44,316 shares
    Change vs previous 13F +842 shares

    <0.01% of the 13F portfolio, value $1,514,710.

    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 43,474 shares
    Change vs previous 13F -503 shares

    <0.01% of the 13F portfolio, value $1,486,376.

    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 43,977 shares
    Change vs previous 13F -1,819 shares

    <0.01% of the 13F portfolio, value $1,497,857.

    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 45,796 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,514,016.

    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).