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CAPTRUST FINANCIAL ADVISORS: ZALT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 787,692 ZALT 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 787,692 shares
    Change vs previous 13F +24,747 shares

    0.04% of the 13F portfolio, value $26,679,128.

    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 762,945 shares
    Change vs previous 13F -100,672 shares

    0.04% of the 13F portfolio, value $24,765,195.

    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 863,617 shares
    Change vs previous 13F -33,694 shares

    0.05% of the 13F portfolio, value $28,128,006.

    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 897,311 shares
    Change vs previous 13F +157,948 shares

    0.06% of the 13F portfolio, value $28,606,275.

    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 739,363 shares
    Change vs previous 13F -91,577 shares

    0.05% of the 13F portfolio, value $22,772,380.

    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 830,940 shares
    Change vs previous 13F +395,860 shares

    0.06% of the 13F portfolio, value $24,737,084.

    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 435,080 shares
    Change vs previous 13F +33,834 shares

    0.04% of the 13F portfolio, value $12,947,981.

    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 401,246 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,736,446.

    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).