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CAPTRUST FINANCIAL ADVISORS: VTEC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 235,300 VTEC 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 235,300 shares
    Change vs previous 13F +25,606 shares

    0.04% of the 13F portfolio, value $23,671,205.

    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 209,694 shares
    Change vs previous 13F +6,527 shares

    0.04% of the 13F portfolio, value $20,776,098.

    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 203,167 shares
    Change vs previous 13F +17,313 shares

    0.04% of the 13F portfolio, value $20,369,535.

    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 185,854 shares
    Change vs previous 13F +31,638 shares

    0.04% of the 13F portfolio, value $18,542,658.

    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 154,216 shares
    Change vs previous 13F +38,668 shares

    0.03% of the 13F portfolio, value $15,052,990.

    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 115,548 shares
    Change vs previous 13F +66,549 shares

    0.03% of the 13F portfolio, value $11,369,897.

    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 48,999 shares
    Change vs previous 13F +43,708 shares

    0.01% of the 13F portfolio, value $4,877,332.

    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 5,291 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $536,396.

    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).