Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: WSFS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 6,118 WSFS 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 6,118 shares
    Change vs previous 13F +667 shares

    <0.01% of the 13F portfolio, value $469,468.

    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 5,451 shares
    Change vs previous 13F +1,094 shares

    <0.01% of the 13F portfolio, value $356,851.

    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 4,357 shares
    Change vs previous 13F +510 shares

    <0.01% of the 13F portfolio, value $240,681.

    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 3,847 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $207,469.

    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).