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CAPTRUST FINANCIAL ADVISORS: WTBA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 10,407 WTBA 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 10,407 shares
    Change vs previous 13F +298 shares

    <0.01% of the 13F portfolio, value $276,105.

    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 10,109 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $240,489.

    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 10,083 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,752.

    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).