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CAPTRUST FINANCIAL ADVISORS: S position timeline

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

CAPTRUST FINANCIAL ADVISORS held 172,511 S 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 172,511 shares
    Change vs previous 13F +43,208 shares

    <0.01% of the 13F portfolio, value $2,927,512.

    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 129,303 shares
    Change vs previous 13F +68,152 shares

    <0.01% of the 13F portfolio, value $1,665,074.

    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 61,151 shares
    Change vs previous 13F +26,650 shares

    <0.01% of the 13F portfolio, value $917,265.

    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 34,501 shares
    Change vs previous 13F -26,148 shares

    <0.01% of the 13F portfolio, value $607,563.

    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 60,649 shares
    Change vs previous 13F -117,325 shares

    <0.01% of the 13F portfolio, value $1,108,664.

    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 177,974 shares
    Change vs previous 13F +78,667 shares

    0.01% of the 13F portfolio, value $3,235,567.

    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 99,307 shares
    Change vs previous 13F -110,738 shares

    0.01% of the 13F portfolio, value $2,204,615.

    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 210,045 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,024,276.

    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).