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CAPTRUST FINANCIAL ADVISORS: VTHR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 17,737 VTHR 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 17,737 shares
    Change vs previous 13F +1,606 shares

    0.01% of the 13F portfolio, value $5,878,631.

    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 16,131 shares
    Change vs previous 13F +561 shares

    0.01% of the 13F portfolio, value $4,639,011.

    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 15,570 shares
    Change vs previous 13F -289 shares

    0.01% of the 13F portfolio, value $4,676,225.

    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 15,859 shares
    Change vs previous 13F +858 shares

    0.01% of the 13F portfolio, value $4,667,546.

    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 15,001 shares
    Change vs previous 13F +4,547 shares

    0.01% of the 13F portfolio, value $4,091,568.

    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 10,454 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $2,579,704.

    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 10,372 shares
    Change vs previous 13F +559 shares

    0.01% of the 13F portfolio, value $2,694,104.

    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 9,813 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,489,330.

    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).