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CAPTRUST FINANCIAL ADVISORS: USPH position timeline

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

CAPTRUST FINANCIAL ADVISORS held 23,974 USPH 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 23,974 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $1,646,539.

    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 24,068 shares
    Change vs previous 13F -220 shares

    <0.01% of the 13F portfolio, value $1,804,161.

    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 24,288 shares
    Change vs previous 13F +4,808 shares

    <0.01% of the 13F portfolio, value $1,896,675.

    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 19,480 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $1,654,853.

    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 19,463 shares
    Change vs previous 13F +647 shares

    <0.01% of the 13F portfolio, value $1,522,030.

    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 18,816 shares
    Change vs previous 13F +193 shares

    <0.01% of the 13F portfolio, value $1,361,514.

    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 18,623 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $1,652,032.

    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 18,543 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,569,314.

    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).