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CAPTRUST FINANCIAL ADVISORS: VMRK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 24,859 VMRK 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 24,859 shares
    Change vs previous 13F -203 shares

    <0.01% of the 13F portfolio, value $1,688,657.

    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 25,062 shares
    Change vs previous 13F -1,099 shares

    <0.01% of the 13F portfolio, value $1,482,421.

    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 26,161 shares
    Change vs previous 13F +2,149 shares

    <0.01% of the 13F portfolio, value $1,649,164.

    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 24,012 shares
    Change vs previous 13F -1,468 shares

    <0.01% of the 13F portfolio, value $1,554,313.

    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 25,480 shares
    Change vs previous 13F +1,032 shares

    <0.01% of the 13F portfolio, value $1,719,628.

    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 24,448 shares
    Change vs previous 13F +525 shares

    <0.01% of the 13F portfolio, value $1,750,013.

    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 23,923 shares
    Change vs previous 13F -1,103 shares

    <0.01% of the 13F portfolio, value $1,716,714.

    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 25,026 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,863,399.

    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).