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CAPTRUST FINANCIAL ADVISORS: VRT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 56,334 VRT 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 56,334 shares
    Change vs previous 13F -2,080 shares

    0.03% of the 13F portfolio, value $18,861,678.

    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 58,414 shares
    Change vs previous 13F +9,102 shares

    0.03% of the 13F portfolio, value $14,631,419.

    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 49,312 shares
    Change vs previous 13F -7,537 shares

    0.02% of the 13F portfolio, value $7,988,967.

    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 56,849 shares
    Change vs previous 13F -31,817 shares

    0.02% of the 13F portfolio, value $8,576,249.

    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 88,666 shares
    Change vs previous 13F +15,152 shares

    0.03% of the 13F portfolio, value $11,385,567.

    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 73,514 shares
    Change vs previous 13F +960 shares

    0.01% of the 13F portfolio, value $5,307,690.

    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 72,554 shares
    Change vs previous 13F +17,276 shares

    0.02% of the 13F portfolio, value $8,242,890.

    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 55,278 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,499,622.

    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).