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CAPTRUST FINANCIAL ADVISORS: VIK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 79,760 VIK 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 79,760 shares
    Change vs previous 13F +9,631 shares

    0.01% of the 13F portfolio, value $8,348,479.

    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 70,129 shares
    Change vs previous 13F +14,885 shares

    0.01% of the 13F portfolio, value $5,150,403.

    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 55,244 shares
    Change vs previous 13F +17,676 shares

    0.01% of the 13F portfolio, value $3,944,942.

    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 37,568 shares
    Change vs previous 13F -11,232 shares

    <0.01% of the 13F portfolio, value $2,335,199.

    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 48,800 shares
    Change vs previous 13F +4,476 shares

    0.01% of the 13F portfolio, value $2,600,578.

    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 44,324 shares
    Change vs previous 13F +3,648 shares

    <0.01% of the 13F portfolio, value $1,761,863.

    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 40,676 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,792,185.

    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).