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CAPTRUST FINANCIAL ADVISORS: TREX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 42,985 TREX 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 42,985 shares
    Change vs previous 13F +7,621 shares

    <0.01% of the 13F portfolio, value $2,150,969.

    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 35,364 shares
    Change vs previous 13F +10,666 shares

    <0.01% of the 13F portfolio, value $1,287,769.

    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 24,698 shares
    Change vs previous 13F +3,491 shares

    <0.01% of the 13F portfolio, value $866,406.

    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 21,207 shares
    Change vs previous 13F +5,638 shares

    <0.01% of the 13F portfolio, value $1,095,766.

    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 15,569 shares
    Change vs previous 13F +2,278 shares

    <0.01% of the 13F portfolio, value $846,642.

    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 13,291 shares
    Change vs previous 13F +3,934 shares

    <0.01% of the 13F portfolio, value $772,207.

    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 9,357 shares
    Change vs previous 13F +2,878 shares

    <0.01% of the 13F portfolio, value $645,914.

    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 6,479 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $431,372.

    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).