Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: TRP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 36,684 TRP 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 36,684 shares
    Change vs previous 13F +15,034 shares

    <0.01% of the 13F portfolio, value $2,431,762.

    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 21,650 shares
    Change vs previous 13F +3,311 shares

    <0.01% of the 13F portfolio, value $1,355,349.

    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 18,339 shares
    Change vs previous 13F +1,880 shares

    <0.01% of the 13F portfolio, value $1,008,832.

    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 16,459 shares
    Change vs previous 13F -591 shares

    <0.01% of the 13F portfolio, value $895,538.

    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 17,050 shares
    Change vs previous 13F +147 shares

    <0.01% of the 13F portfolio, value $831,873.

    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 16,903 shares
    Change vs previous 13F -1,172 shares

    <0.01% of the 13F portfolio, value $797,994.

    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 18,075 shares
    Change vs previous 13F -241 shares

    <0.01% of the 13F portfolio, value $841,036.

    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 18,316 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $870,929.

    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).