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CAPTRUST FINANCIAL ADVISORS: UBSI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 78,632 UBSI 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 78,632 shares
    Change vs previous 13F +1,594 shares

    0.01% of the 13F portfolio, value $3,603,713.

    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 77,038 shares
    Change vs previous 13F +1,988 shares

    0.01% of the 13F portfolio, value $3,190,846.

    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 75,050 shares
    Change vs previous 13F +2,219 shares

    0.01% of the 13F portfolio, value $2,881,904.

    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 72,831 shares
    Change vs previous 13F -6,149 shares

    0.01% of the 13F portfolio, value $2,710,055.

    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 78,980 shares
    Change vs previous 13F +4,509 shares

    0.01% of the 13F portfolio, value $2,877,250.

    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 74,471 shares
    Change vs previous 13F +816 shares

    0.01% of the 13F portfolio, value $2,581,906.

    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 73,655 shares
    Change vs previous 13F +510 shares

    0.01% of the 13F portfolio, value $2,765,745.

    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 73,145 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,713,680.

    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).