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CAPTRUST FINANCIAL ADVISORS: USRT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 273,818 USRT 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 273,818 shares
    Change vs previous 13F +215 shares

    0.03% of the 13F portfolio, value $18,195,210.

    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 273,603 shares
    Change vs previous 13F +29,402 shares

    0.03% of the 13F portfolio, value $16,193,256.

    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 244,201 shares
    Change vs previous 13F +18,323 shares

    0.03% of the 13F portfolio, value $13,909,684.

    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 225,878 shares
    Change vs previous 13F +17,287 shares

    0.03% of the 13F portfolio, value $13,263,545.

    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 208,591 shares
    Change vs previous 13F +33,042 shares

    0.03% of the 13F portfolio, value $11,797,927.

    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 175,549 shares
    Change vs previous 13F +40,073 shares

    0.03% of the 13F portfolio, value $10,111,614.

    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 135,476 shares
    Change vs previous 13F +36,581 shares

    0.02% of the 13F portfolio, value $7,764,134.

    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 98,895 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,088,965.

    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).