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CAPTRUST FINANCIAL ADVISORS: V position timeline

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

CAPTRUST FINANCIAL ADVISORS held 839,642 V 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 839,642 shares
    Change vs previous 13F +142,284 shares

    0.44% of the 13F portfolio, value $288,072,873.

    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 697,358 shares
    Change vs previous 13F +33,257 shares

    0.37% of the 13F portfolio, value $210,764,818.

    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 664,101 shares
    Change vs previous 13F +85,246 shares

    0.44% of the 13F portfolio, value $232,906,721.

    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 578,855 shares
    Change vs previous 13F +10,549 shares

    0.4% of the 13F portfolio, value $197,609,416.

    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 568,306 shares
    Change vs previous 13F +37,371 shares

    0.45% of the 13F portfolio, value $201,777,130.

    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 530,935 shares
    Change vs previous 13F +253,999 shares

    0.47% of the 13F portfolio, value $186,071,529.

    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 276,936 shares
    Change vs previous 13F +6,376 shares

    0.25% of the 13F portfolio, value $87,522,869.

    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 270,560 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $74,390,434.

    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).