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CAPTRUST FINANCIAL ADVISORS: VRIG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 88,703 VRIG 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 88,703 shares
    Change vs previous 13F +2,528 shares

    <0.01% of the 13F portfolio, value $2,223,784.

    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 86,175 shares
    Change vs previous 13F +10,851 shares

    <0.01% of the 13F portfolio, value $2,157,391.

    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 75,324 shares
    Change vs previous 13F +2,117 shares

    <0.01% of the 13F portfolio, value $1,890,632.

    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 73,207 shares
    Change vs previous 13F +4,443 shares

    <0.01% of the 13F portfolio, value $1,837,496.

    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 68,764 shares
    Change vs previous 13F +6,940 shares

    <0.01% of the 13F portfolio, value $1,722,538.

    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 61,824 shares
    Change vs previous 13F -636 shares

    <0.01% of the 13F portfolio, value $1,550,546.

    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 62,460 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $1,568,688.

    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 62,549 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,569,051.

    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).