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Disclosery

CAPTRUST FINANCIAL ADVISORS: U position timeline

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

CAPTRUST FINANCIAL ADVISORS held 67,170 U 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 67,170 shares
    Change vs previous 13F +57,856 shares

    <0.01% of the 13F portfolio, value $1,919,716.

    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 9,314 shares
    Change vs previous 13F -15,463 shares

    <0.01% of the 13F portfolio, value $204,354.

    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 24,777 shares
    Change vs previous 13F +1,603 shares

    <0.01% of the 13F portfolio, value $1,094,409.

    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 23,174 shares
    Change vs previous 13F +844 shares

    <0.01% of the 13F portfolio, value $927,877.

    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 22,330 shares
    Change vs previous 13F +462 shares

    <0.01% of the 13F portfolio, value $540,386.

    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 21,868 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $428,394.

    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).