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CAPTRUST FINANCIAL ADVISORS: WBS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 64,424 WBS 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 64,424 shares
    Change vs previous 13F -11,122 shares

    0.01% of the 13F portfolio, value $4,923,278.

    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 75,546 shares
    Change vs previous 13F -6,510 shares

    0.01% of the 13F portfolio, value $5,244,291.

    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 82,056 shares
    Change vs previous 13F +10,371 shares

    0.01% of the 13F portfolio, value $5,164,596.

    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 71,685 shares
    Change vs previous 13F -507 shares

    0.01% of the 13F portfolio, value $4,260,976.

    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 72,192 shares
    Change vs previous 13F +2,953 shares

    0.01% of the 13F portfolio, value $3,941,682.

    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 69,239 shares
    Change vs previous 13F +3,569 shares

    0.01% of the 13F portfolio, value $3,569,279.

    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 65,670 shares
    Change vs previous 13F +1,454 shares

    0.01% of the 13F portfolio, value $3,626,289.

    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 64,216 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,993,094.

    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).