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CAPTRUST FINANCIAL ADVISORS: UL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,509,491 UL 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 1,509,491 shares
    Change vs previous 13F -26,783 shares

    0.14% of the 13F portfolio, value $90,750,602.

    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 1,536,274 shares
    Change vs previous 13F +365,045 shares

    0.15% of the 13F portfolio, value $87,530,395.

    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 1,171,229 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $76,598,350.

    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).