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CAPTRUST FINANCIAL ADVISORS: VTRS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 197,717 VTRS 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 197,717 shares
    Change vs previous 13F -1,899 shares

    <0.01% of the 13F portfolio, value $3,139,751.

    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 199,616 shares
    Change vs previous 13F -9,747 shares

    <0.01% of the 13F portfolio, value $2,696,754.

    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 209,363 shares
    Change vs previous 13F -127 shares

    <0.01% of the 13F portfolio, value $2,606,572.

    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 209,490 shares
    Change vs previous 13F +1,590 shares

    <0.01% of the 13F portfolio, value $2,073,948.

    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 207,900 shares
    Change vs previous 13F +39,127 shares

    <0.01% of the 13F portfolio, value $1,856,546.

    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 168,773 shares
    Change vs previous 13F +3,907 shares

    <0.01% of the 13F portfolio, value $1,470,013.

    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 164,866 shares
    Change vs previous 13F +13,062 shares

    0.01% of the 13F portfolio, value $2,052,576.

    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 151,804 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,762,437.

    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).