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CAPTRUST FINANCIAL ADVISORS: VLTO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 31,014 VLTO 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 31,014 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $2,750,309.

    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 30,920 shares
    Change vs previous 13F -8,274 shares

    <0.01% of the 13F portfolio, value $2,733,868.

    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 39,194 shares
    Change vs previous 13F -7,845 shares

    0.01% of the 13F portfolio, value $3,910,736.

    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 47,039 shares
    Change vs previous 13F +7,386 shares

    0.01% of the 13F portfolio, value $5,014,877.

    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 39,653 shares
    Change vs previous 13F +4,490 shares

    0.01% of the 13F portfolio, value $4,002,977.

    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 35,163 shares
    Change vs previous 13F +2,219 shares

    0.01% of the 13F portfolio, value $3,426,596.

    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 32,944 shares
    Change vs previous 13F -254 shares

    0.01% of the 13F portfolio, value $3,355,356.

    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 33,198 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,713,556.

    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).