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CAPTRUST FINANCIAL ADVISORS: VCR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 2,927 VCR 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 2,927 shares
    Change vs previous 13F +756 shares

    <0.01% of the 13F portfolio, value $1,160,706.

    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 2,171 shares
    Change vs previous 13F -468 shares

    <0.01% of the 13F portfolio, value $779,551.

    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 2,639 shares
    Change vs previous 13F +346 shares

    <0.01% of the 13F portfolio, value $1,039,478.

    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 2,293 shares
    Change vs previous 13F -723 shares

    <0.01% of the 13F portfolio, value $908,237.

    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 3,016 shares
    Change vs previous 13F -35,559 shares

    <0.01% of the 13F portfolio, value $1,092,895.

    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 38,575 shares
    Change vs previous 13F -3,655 shares

    0.03% of the 13F portfolio, value $12,556,641.

    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 42,230 shares
    Change vs previous 13F +945 shares

    0.05% of the 13F portfolio, value $15,852,369.

    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 41,285 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,056,724.

    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).