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CAPTRUST FINANCIAL ADVISORS: UCB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 45,084 UCB 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 45,084 shares
    Change vs previous 13F +2,052 shares

    <0.01% of the 13F portfolio, value $1,582,012.

    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 43,032 shares
    Change vs previous 13F -109,920 shares

    <0.01% of the 13F portfolio, value $1,355,067.

    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 152,952 shares
    Change vs previous 13F +882 shares

    0.01% of the 13F portfolio, value $4,775,174.

    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 152,070 shares
    Change vs previous 13F -1,582 shares

    0.01% of the 13F portfolio, value $4,767,395.

    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 153,652 shares
    Change vs previous 13F -1,114 shares

    0.01% of the 13F portfolio, value $4,577,286.

    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 154,766 shares
    Change vs previous 13F -33,220 shares

    0.01% of the 13F portfolio, value $4,353,570.

    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 187,986 shares
    Change vs previous 13F +6,388 shares

    0.02% of the 13F portfolio, value $6,073,820.

    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 181,598 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,280,858.

    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).