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CAPTRUST FINANCIAL ADVISORS: VBK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 49,248 VBK 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 49,248 shares
    Change vs previous 13F +941 shares

    0.03% of the 13F portfolio, value $18,010,091.

    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 48,307 shares
    Change vs previous 13F +267 shares

    0.03% of the 13F portfolio, value $14,600,665.

    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 48,040 shares
    Change vs previous 13F +1,344 shares

    0.03% of the 13F portfolio, value $14,513,327.

    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 46,696 shares
    Change vs previous 13F -1,533 shares

    0.03% of the 13F portfolio, value $13,897,805.

    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 48,229 shares
    Change vs previous 13F -2,732 shares

    0.03% of the 13F portfolio, value $13,356,581.

    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 50,961 shares
    Change vs previous 13F +1,562 shares

    0.03% of the 13F portfolio, value $12,830,378.

    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 49,399 shares
    Change vs previous 13F +2,930 shares

    0.04% of the 13F portfolio, value $13,834,706.

    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 46,469 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,424,473.

    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).