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Disclosery

CAPTRUST FINANCIAL ADVISORS: SAMT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 17,877 SAMT 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 17,877 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $853,347.

    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 17,677 shares
    Change vs previous 13F -3,420 shares

    <0.01% of the 13F portfolio, value $694,166.

    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 21,097 shares
    Change vs previous 13F -5,613 shares

    <0.01% of the 13F portfolio, value $812,454.

    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 26,710 shares
    Change vs previous 13F +2,038 shares

    <0.01% of the 13F portfolio, value $995,490.

    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 24,672 shares
    Change vs previous 13F -230 shares

    <0.01% of the 13F portfolio, value $849,464.

    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 24,902 shares
    Change vs previous 13F -2,608 shares

    <0.01% of the 13F portfolio, value $727,013.

    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 27,510 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $801,511.

    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 27,720 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $769,298.

    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).