Skip to content

CAPTRUST FINANCIAL ADVISORS: WULF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 34,753 WULF 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 34,753 shares
    Change vs previous 13F +5,846 shares

    <0.01% of the 13F portfolio, value $858,399.

    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 28,907 shares
    Change vs previous 13F +6,949 shares

    <0.01% of the 13F portfolio, value $417,128.

    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 21,958 shares
    Change vs previous 13F +10,489 shares

    <0.01% of the 13F portfolio, value $252,299.

    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 11,469 shares
    Change vs previous 13F -19,517 shares

    <0.01% of the 13F portfolio, value $130,976.

    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 30,986 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $135,719.

    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).