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CAPTRUST FINANCIAL ADVISORS: BSMT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 46,396 BSMT 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 46,396 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $1,068,503.

    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 46,435 shares
    Change vs previous 13F +12,937 shares

    <0.01% of the 13F portfolio, value $1,069,105.

    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 33,498 shares
    Change vs previous 13F +4,702 shares

    <0.01% of the 13F portfolio, value $775,469.

    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 28,796 shares
    Change vs previous 13F +8,765 shares

    <0.01% of the 13F portfolio, value $665,187.

    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 20,031 shares
    Change vs previous 13F -3,584 shares

    <0.01% of the 13F portfolio, value $454,904.

    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 23,615 shares
    Change vs previous 13F +4,496 shares

    <0.01% of the 13F portfolio, value $537,012.

    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 19,119 shares
    Change vs previous 13F +480 shares

    <0.01% of the 13F portfolio, value $438,594.

    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 18,639 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $433,731.

    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).