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Disclosery

CAPTRUST FINANCIAL ADVISORS: WM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 131,418 WM 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 131,418 shares
    Change vs previous 13F +1,448 shares

    0.04% of the 13F portfolio, value $29,290,376.

    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 129,970 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $29,865,806.

    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 129,958 shares
    Change vs previous 13F +7,462 shares

    0.05% of the 13F portfolio, value $28,552,970.

    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 122,496 shares
    Change vs previous 13F -1,258 shares

    0.06% of the 13F portfolio, value $27,050,696.

    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 123,754 shares
    Change vs previous 13F -934 shares

    0.06% of the 13F portfolio, value $28,317,485.

    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 124,688 shares
    Change vs previous 13F +11,035 shares

    0.07% of the 13F portfolio, value $28,866,551.

    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 113,653 shares
    Change vs previous 13F -773 shares

    0.07% of the 13F portfolio, value $22,934,092.

    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 114,426 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $23,754,827.

    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).