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Disclosery

CAPTRUST FINANCIAL ADVISORS: TW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 23,083 TW 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 23,083 shares
    Change vs previous 13F -1,553 shares

    <0.01% of the 13F portfolio, value $2,300,436.

    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 24,636 shares
    Change vs previous 13F +8,703 shares

    0.01% of the 13F portfolio, value $2,898,532.

    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 15,933 shares
    Change vs previous 13F +9,227 shares

    <0.01% of the 13F portfolio, value $1,713,461.

    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 6,706 shares
    Change vs previous 13F -3,104 shares

    <0.01% of the 13F portfolio, value $744,242.

    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 9,810 shares
    Change vs previous 13F +2,307 shares

    <0.01% of the 13F portfolio, value $1,436,163.

    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 7,503 shares
    Change vs previous 13F -940 shares

    <0.01% of the 13F portfolio, value $1,113,830.

    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 8,443 shares
    Change vs previous 13F +3,181 shares

    <0.01% of the 13F portfolio, value $1,105,423.

    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 5,262 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $650,794.

    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).