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CAPTRUST FINANCIAL ADVISORS: TPL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 11,891 TPL 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 11,891 shares
    Change vs previous 13F +1,151 shares

    0.01% of the 13F portfolio, value $5,204,051.

    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 10,740 shares
    Change vs previous 13F +6,205 shares

    0.01% of the 13F portfolio, value $5,096,831.

    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 4,535 shares
    Change vs previous 13F +2,887 shares

    <0.01% of the 13F portfolio, value $1,302,585.

    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 1,648 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $1,538,185.

    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 1,538 shares
    Change vs previous 13F -84 shares

    <0.01% of the 13F portfolio, value $1,625,157.

    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 1,622 shares
    Change vs previous 13F +211 shares

    0.01% of the 13F portfolio, value $2,149,599.

    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 1,411 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $1,560,843.

    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 1,528 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,352,104.

    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).