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CAPTRUST FINANCIAL ADVISORS: USFR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 4,373,842 USFR 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 4,373,842 shares
    Change vs previous 13F -880,549 shares

    0.34% of the 13F portfolio, value $220,222,943.

    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 5,254,391 shares
    Change vs previous 13F -1,942,001 shares

    0.46% of the 13F portfolio, value $264,506,048.

    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 7,196,392 shares
    Change vs previous 13F +117,325 shares

    0.69% of the 13F portfolio, value $362,122,467.

    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 7,079,067 shares
    Change vs previous 13F +115,156 shares

    0.73% of the 13F portfolio, value $355,864,716.

    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 6,963,911 shares
    Change vs previous 13F +690,610 shares

    0.78% of the 13F portfolio, value $350,354,353.

    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 6,273,301 shares
    Change vs previous 13F +1,179,423 shares

    0.79% of the 13F portfolio, value $315,735,237.

    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 5,093,878 shares
    Change vs previous 13F +246,364 shares

    0.73% of the 13F portfolio, value $256,323,942.

    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 4,847,514 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $243,442,166.

    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).