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CAPTRUST FINANCIAL ADVISORS: XYZ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 55,813 XYZ 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 55,813 shares
    Change vs previous 13F +28,123 shares

    0.01% of the 13F portfolio, value $4,241,771.

    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 27,690 shares
    Change vs previous 13F +4,463 shares

    <0.01% of the 13F portfolio, value $1,666,319.

    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 23,227 shares
    Change vs previous 13F +1,651 shares

    <0.01% of the 13F portfolio, value $1,511,828.

    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 21,576 shares
    Change vs previous 13F +984 shares

    <0.01% of the 13F portfolio, value $1,559,264.

    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 20,592 shares
    Change vs previous 13F +1,953 shares

    <0.01% of the 13F portfolio, value $1,398,814.

    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 18,639 shares
    Change vs previous 13F -4,102 shares

    <0.01% of the 13F portfolio, value $1,012,664.

    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 22,741 shares
    Change vs previous 13F -579 shares

    0.01% of the 13F portfolio, value $1,932,731.

    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 23,320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,565,469.

    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).