Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: WU position timeline

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

CAPTRUST FINANCIAL ADVISORS held 13,342 WU 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 13,342 shares
    Change vs previous 13F -4,775 shares

    <0.01% of the 13F portfolio, value $102,737.

    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 18,117 shares
    Change vs previous 13F +7,939 shares

    <0.01% of the 13F portfolio, value $158,159.

    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 10,178 shares
    Change vs previous 13F -3,787 shares

    <0.01% of the 13F portfolio, value $94,759.

    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 13,965 shares
    Change vs previous 13F -14,724 shares

    <0.01% of the 13F portfolio, value $111,583.

    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 28,689 shares
    Change vs previous 13F -20,197 shares

    <0.01% of the 13F portfolio, value $241,560.

    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 48,886 shares
    Change vs previous 13F +26,588 shares

    <0.01% of the 13F portfolio, value $517,211.

    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 22,298 shares
    Change vs previous 13F +982 shares

    <0.01% of the 13F portfolio, value $236,358.

    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 21,316 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $254,299.

    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).