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CAPTRUST FINANCIAL ADVISORS: BSMS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 39,989 BSMS 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 39,989 shares
    Change vs previous 13F -1,206 shares

    <0.01% of the 13F portfolio, value $937,346.

    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 41,195 shares
    Change vs previous 13F +64 shares

    <0.01% of the 13F portfolio, value $963,763.

    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 41,131 shares
    Change vs previous 13F +63 shares

    <0.01% of the 13F portfolio, value $966,580.

    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 41,068 shares
    Change vs previous 13F +9,329 shares

    <0.01% of the 13F portfolio, value $961,599.

    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 31,739 shares
    Change vs previous 13F +16,749 shares

    <0.01% of the 13F portfolio, value $737,297.

    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 14,990 shares
    Change vs previous 13F +4,641 shares

    <0.01% of the 13F portfolio, value $347,393.

    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 10,349 shares
    Change vs previous 13F -1,217 shares

    <0.01% of the 13F portfolio, value $241,442.

    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 11,566 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,732.

    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).