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CAPTRUST FINANCIAL ADVISORS: VOE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 144,801 VOE 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 144,801 shares
    Change vs previous 13F +21,412 shares

    0.04% of the 13F portfolio, value $28,612,630.

    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 123,389 shares
    Change vs previous 13F +202 shares

    0.04% of the 13F portfolio, value $22,729,039.

    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 123,187 shares
    Change vs previous 13F +2,823 shares

    0.04% of the 13F portfolio, value $21,849,652.

    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 120,364 shares
    Change vs previous 13F +216 shares

    0.04% of the 13F portfolio, value $21,013,124.

    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 120,148 shares
    Change vs previous 13F -1,421 shares

    0.04% of the 13F portfolio, value $19,759,465.

    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 121,569 shares
    Change vs previous 13F +3,315 shares

    0.05% of the 13F portfolio, value $19,516,729.

    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 118,254 shares
    Change vs previous 13F -3,272 shares

    0.05% of the 13F portfolio, value $19,129,971.

    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 121,526 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $20,376,309.

    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).