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CAPTRUST FINANCIAL ADVISORS: WPM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 61,457 WPM 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 61,457 shares
    Change vs previous 13F +445 shares

    0.01% of the 13F portfolio, value $6,902,854.

    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 61,012 shares
    Change vs previous 13F -5,036 shares

    0.01% of the 13F portfolio, value $7,993,134.

    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 66,048 shares
    Change vs previous 13F +19,404 shares

    0.01% of the 13F portfolio, value $7,762,018.

    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 46,644 shares
    Change vs previous 13F -2,183 shares

    0.01% of the 13F portfolio, value $5,216,681.

    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 48,827 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $4,384,674.

    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 48,782 shares
    Change vs previous 13F +4,190 shares

    0.01% of the 13F portfolio, value $3,786,947.

    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 44,592 shares
    Change vs previous 13F +874 shares

    0.01% of the 13F portfolio, value $2,507,854.

    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 43,718 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,670,270.

    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).