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CAPTRUST FINANCIAL ADVISORS: VONE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 29,929 VONE 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 29,929 shares
    Change vs previous 13F +7,446 shares

    0.02% of the 13F portfolio, value $10,137,464.

    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 22,483 shares
    Change vs previous 13F +5,667 shares

    0.01% of the 13F portfolio, value $6,635,068.

    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 16,816 shares
    Change vs previous 13F +4,614 shares

    0.01% of the 13F portfolio, value $5,196,833.

    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 12,202 shares
    Change vs previous 13F +879 shares

    0.01% of the 13F portfolio, value $3,689,202.

    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 11,323 shares
    Change vs previous 13F +939 shares

    0.01% of the 13F portfolio, value $3,180,108.

    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 10,384 shares
    Change vs previous 13F +8,845 shares

    0.01% of the 13F portfolio, value $2,636,082.

    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 1,539 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $410,482.

    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 1,562 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $406,229.

    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).