Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: UHS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 4,035 UHS 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 4,035 shares
    Change vs previous 13F -2,690 shares

    <0.01% of the 13F portfolio, value $599,934.

    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 6,725 shares
    Change vs previous 13F +1,547 shares

    <0.01% of the 13F portfolio, value $1,203,636.

    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 5,178 shares
    Change vs previous 13F +2,021 shares

    <0.01% of the 13F portfolio, value $1,128,965.

    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 3,157 shares
    Change vs previous 13F +872 shares

    <0.01% of the 13F portfolio, value $645,428.

    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 2,285 shares
    Change vs previous 13F -385 shares

    <0.01% of the 13F portfolio, value $413,933.

    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 2,670 shares
    Change vs previous 13F +925 shares

    <0.01% of the 13F portfolio, value $501,695.

    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 1,745 shares
    Change vs previous 13F -481 shares

    <0.01% of the 13F portfolio, value $313,088.

    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 2,226 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $509,776.

    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).