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CAPTRUST FINANCIAL ADVISORS: SBAC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 6,780 SBAC 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 6,780 shares
    Change vs previous 13F +2,436 shares

    <0.01% of the 13F portfolio, value $1,196,322.

    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 4,344 shares
    Change vs previous 13F -2,223 shares

    <0.01% of the 13F portfolio, value $747,575.

    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 6,567 shares
    Change vs previous 13F +1,777 shares

    <0.01% of the 13F portfolio, value $1,270,319.

    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 4,790 shares
    Change vs previous 13F -3,437 shares

    <0.01% of the 13F portfolio, value $926,214.

    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 8,227 shares
    Change vs previous 13F +622 shares

    <0.01% of the 13F portfolio, value $1,932,036.

    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 7,605 shares
    Change vs previous 13F +867 shares

    <0.01% of the 13F portfolio, value $1,673,164.

    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 6,738 shares
    Change vs previous 13F +2,420 shares

    <0.01% of the 13F portfolio, value $1,373,306.

    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 4,318 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,039,421.

    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).