Captrust Financial Advisors - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Captrust Financial Advisors going back to May 9, 2011

• Captrust Financial Advisors 2023 Q4 - filed Feb. 14, 2024 - new!
• Captrust Financial Advisors 2023 Q3 - filed Nov. 15, 2023
• Captrust Financial Advisors 2023 Q2 - filed Aug. 15, 2023
• Captrust Financial Advisors 2023 Q1 - filed May 15, 2023
• Captrust Financial Advisors 2022 Q4 - filed Feb. 15, 2023
• Captrust Financial Advisors 2022 Q3 - filed Nov. 16, 2022
• Captrust Financial Advisors 2022 Q2 restated - filed Aug. 23, 2022
• Captrust Financial Advisors 2022 Q2 - filed Aug. 16, 2022
• Captrust Financial Advisors 2022 Q1 - filed May 16, 2022
• Captrust Financial Advisors 2021 Q4 - filed Feb. 14, 2022
• Captrust Financial Advisors 2021 Q3 - filed Nov. 16, 2021
• Captrust Financial Advisors 2021 Q2 - filed Aug. 16, 2021
• Captrust Financial Advisors 2021 Q1 - filed May 17, 2021
• Captrust Financial Advisors 2020 Q4 - filed Feb. 16, 2021
• Captrust Financial Advisors 2020 Q3 - filed Nov. 17, 2020
• Captrust Financial Advisors 2020 Q2 - filed Aug. 14, 2020
• Captrust Financial Advisors 2020 Q1 - filed May 15, 2020
• Captrust Financial Advisors 2019 Q4 - filed Feb. 14, 2020
• Captrust Financial Advisors 2019 Q3 - filed Nov. 14, 2019
• Captrust Financial Advisors 2019 Q2 - filed Aug. 13, 2019
• Captrust Financial Advisors 2019 Q1 - filed May 15, 2019
• Captrust Financial Advisors 2018 Q4 - filed Feb. 13, 2019
• Captrust Financial Advisors 2018 Q3 - filed Nov. 15, 2018
• Captrust Financial Advisors 2018 Q2 - filed Aug. 13, 2018
• Captrust Financial Advisors 2018 Q1 - filed May 15, 2018
• Captrust Financial Advisors 2017 Q3 amended - filed Feb. 16, 2018
• Captrust Financial Advisors 2017 Q4 - filed Feb. 14, 2018
• Captrust Financial Advisors 2017 Q3 - filed Nov. 13, 2017
• Captrust Financial Advisors 2017 Q2 restated - filed Nov. 13, 2017
• Captrust Financial Advisors 2017 Q2 - filed Aug. 10, 2017
• Captrust Financial Advisors 2017 Q1 - filed May 12, 2017
• Captrust Financial Advisors 2016 Q4 - filed Feb. 14, 2017
• Captrust Financial Advisors 2016 Q3 - filed Nov. 14, 2016
• Captrust Financial Advisors 2016 Q2 - filed Aug. 8, 2016
• Captrust Financial Advisors 2016 Q1 - filed May 12, 2016
• Captrust Financial Advisors 2015 Q4 - filed Feb. 8, 2016
• Captrust Financial Advisors 2015 Q3 - filed Nov. 13, 2015
• Captrust Financial Advisors 2015 Q2 restated - filed Aug. 14, 2015
• Captrust Financial Advisors 2015 Q2 - filed Aug. 13, 2015
• Captrust Financial Advisors 2015 Q1 - filed May 13, 2015
• Captrust Financial Advisors 2014 Q4 - filed Feb. 4, 2015
• Captrust Financial Advisors 2014 Q3 - filed Nov. 7, 2014
• Captrust Financial Advisors 2014 Q2 - filed Aug. 12, 2014
• Captrust Financial Advisors 2014 Q1 - filed May 12, 2014
• Captrust Financial Advisors 2013 Q4 - filed Feb. 11, 2014
• Captrust Financial Advisors 2013 Q3 - filed Oct. 10, 2013
• Captrust Financial Advisors 2013 Q2 - filed Aug. 6, 2013
• Name CAPTRUST FINANCIAL ADVISORS 2013 Q1 - filed May 6, 2013
• Name CAPTRUST FINANCIAL ADVISORS 2012 Q4 - filed Feb. 14, 2013
• Name CAPTRUST FINANCIAL ADVISORS 2012 Q3 - filed Nov. 9, 2012
• Name CAPTRUST FINANCIAL ADVISORS 2012 Q2 - filed Aug. 9, 2012
• Name CAPTRUST FINANCIAL ADVISORS 2012 Q1 - filed April 30, 2012
• Name CAPTRUST FINANCIAL ADVISORS 2011 Q4 - filed Jan. 31, 2012
• Name CAPTRUST FINANCIAL ADVISORS 2011 Q3 - filed Nov. 3, 2011
• Name CAPTRUST FINANCIAL ADVISORS 2011 Q2 - filed Aug. 24, 2011
• Name CAPTRUST FINANCIAL ADVISORS 2011 Q1 - filed May 9, 2011