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CAPTRUST FINANCIAL ADVISORS: VMBS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 93,763 VMBS 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 93,763 shares
    Change vs previous 13F -1,974 shares

    0.01% of the 13F portfolio, value $4,389,044.

    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 95,737 shares
    Change vs previous 13F +276 shares

    0.01% of the 13F portfolio, value $4,494,863.

    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 95,461 shares
    Change vs previous 13F +75,352 shares

    0.01% of the 13F portfolio, value $4,494,282.

    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 20,109 shares
    Change vs previous 13F -3,993 shares

    <0.01% of the 13F portfolio, value $944,332.

    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 24,102 shares
    Change vs previous 13F +969 shares

    <0.01% of the 13F portfolio, value $1,116,897.

    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 23,133 shares
    Change vs previous 13F -4,211 shares

    <0.01% of the 13F portfolio, value $1,071,295.

    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 27,344 shares
    Change vs previous 13F +2,273 shares

    <0.01% of the 13F portfolio, value $1,239,764.

    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 25,071 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,183,579.

    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).