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CAPTRUST FINANCIAL ADVISORS: USMV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 725,620 USMV 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 725,620 shares
    Change vs previous 13F +10,229 shares

    0.11% of the 13F portfolio, value $69,993,335.

    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 715,391 shares
    Change vs previous 13F -20,555 shares

    0.12% of the 13F portfolio, value $66,341,336.

    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 735,946 shares
    Change vs previous 13F -24,078 shares

    0.13% of the 13F portfolio, value $69,296,718.

    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 760,024 shares
    Change vs previous 13F -5,444 shares

    0.15% of the 13F portfolio, value $72,308,669.

    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 765,468 shares
    Change vs previous 13F -37,429 shares

    0.16% of the 13F portfolio, value $71,854,265.

    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 802,897 shares
    Change vs previous 13F +34,263 shares

    0.19% of the 13F portfolio, value $75,199,148.

    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 768,634 shares
    Change vs previous 13F -142,762 shares

    0.19% of the 13F portfolio, value $68,247,216.

    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 911,396 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $83,219,558.

    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).