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CAPTRUST FINANCIAL ADVISORS: VTIP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 52,886 VTIP 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 52,886 shares
    Change vs previous 13F +10,733 shares

    <0.01% of the 13F portfolio, value $2,656,482.

    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 42,153 shares
    Change vs previous 13F -5,705 shares

    <0.01% of the 13F portfolio, value $2,105,534.

    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 47,858 shares
    Change vs previous 13F +2,828 shares

    <0.01% of the 13F portfolio, value $2,367,059.

    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 45,030 shares
    Change vs previous 13F +2,753 shares

    <0.01% of the 13F portfolio, value $2,279,852.

    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 42,277 shares
    Change vs previous 13F -8,706 shares

    <0.01% of the 13F portfolio, value $2,125,282.

    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 50,983 shares
    Change vs previous 13F -823 shares

    0.01% of the 13F portfolio, value $2,544,046.

    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 51,806 shares
    Change vs previous 13F -3,232 shares

    0.01% of the 13F portfolio, value $2,508,427.

    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 55,038 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,713,913.

    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).