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CAPTRUST FINANCIAL ADVISORS: WSO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 299,013 WSO 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 299,013 shares
    Change vs previous 13F -31,870 shares

    0.19% of the 13F portfolio, value $124,607,762.

    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 330,883 shares
    Change vs previous 13F -65,631 shares

    0.21% of the 13F portfolio, value $120,357,187.

    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 396,514 shares
    Change vs previous 13F +6,034 shares

    0.25% of the 13F portfolio, value $133,605,256.

    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 390,480 shares
    Change vs previous 13F +1,376 shares

    0.32% of the 13F portfolio, value $157,871,192.

    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 389,104 shares
    Change vs previous 13F +1,234 shares

    0.38% of the 13F portfolio, value $171,835,892.

    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 387,870 shares
    Change vs previous 13F +335,498 shares

    0.49% of the 13F portfolio, value $197,154,273.

    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 52,372 shares
    Change vs previous 13F -1,664 shares

    0.07% of the 13F portfolio, value $24,818,593.

    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 54,036 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $26,579,287.

    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).