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Disclosery

CAPTRUST FINANCIAL ADVISORS: SAN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 219,077 SAN 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 219,077 shares
    Change vs previous 13F -58,146 shares

    <0.01% of the 13F portfolio, value $3,023,265.

    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 277,223 shares
    Change vs previous 13F +82,227 shares

    0.01% of the 13F portfolio, value $3,127,070.

    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 194,996 shares
    Change vs previous 13F -146,753 shares

    <0.01% of the 13F portfolio, value $2,287,304.

    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 341,749 shares
    Change vs previous 13F +13,926 shares

    0.01% of the 13F portfolio, value $3,581,528.

    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 327,823 shares
    Change vs previous 13F -22,161 shares

    0.01% of the 13F portfolio, value $2,720,928.

    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 349,984 shares
    Change vs previous 13F +281,954 shares

    0.01% of the 13F portfolio, value $2,344,894.

    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 68,030 shares
    Change vs previous 13F -75,582 shares

    <0.01% of the 13F portfolio, value $310,216.

    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 143,612 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $732,421.

    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).