Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: WDS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 38,824 WDS 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 38,824 shares
    Change vs previous 13F +27,630 shares

    <0.01% of the 13F portfolio, value $750,071.

    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 11,194 shares
    Change vs previous 13F +605 shares

    <0.01% of the 13F portfolio, value $267,302.

    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 10,589 shares
    Change vs previous 13F -1,657 shares

    <0.01% of the 13F portfolio, value $165,084.

    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 12,246 shares
    Change vs previous 13F +987 shares

    <0.01% of the 13F portfolio, value $184,300.

    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 11,259 shares
    Change vs previous 13F -877 shares

    <0.01% of the 13F portfolio, value $173,720.

    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 12,136 shares
    Change vs previous 13F +727 shares

    <0.01% of the 13F portfolio, value $175,845.

    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 11,409 shares
    Change vs previous 13F -12,604 shares

    <0.01% of the 13F portfolio, value $177,975.

    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 24,013 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $413,989.

    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).