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CAPTRUST FINANCIAL ADVISORS: USIG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 628,294 USIG 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 628,294 shares
    Change vs previous 13F +13,496 shares

    0.05% of the 13F portfolio, value $32,225,186.

    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 614,798 shares
    Change vs previous 13F +34,659 shares

    0.06% of the 13F portfolio, value $31,495,500.

    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 580,139 shares
    Change vs previous 13F +12,183 shares

    0.06% of the 13F portfolio, value $30,033,774.

    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 567,956 shares
    Change vs previous 13F +28,869 shares

    0.06% of the 13F portfolio, value $29,658,654.

    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 539,087 shares
    Change vs previous 13F +13,481 shares

    0.06% of the 13F portfolio, value $27,730,631.

    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 525,606 shares
    Change vs previous 13F +519,058 shares

    0.07% of the 13F portfolio, value $26,847,934.

    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 6,548 shares
    Change vs previous 13F +2,305 shares

    <0.01% of the 13F portfolio, value $329,258.

    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 4,243 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,097.

    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).