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Disclosery

CAPTRUST FINANCIAL ADVISORS: SCI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 33,960 SCI 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 33,960 shares
    Change vs previous 13F -6,145 shares

    <0.01% of the 13F portfolio, value $2,579,570.

    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 40,105 shares
    Change vs previous 13F -343 shares

    0.01% of the 13F portfolio, value $3,309,027.

    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 40,448 shares
    Change vs previous 13F +95 shares

    0.01% of the 13F portfolio, value $3,153,749.

    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 40,353 shares
    Change vs previous 13F -5,418 shares

    0.01% of the 13F portfolio, value $3,358,155.

    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 45,771 shares
    Change vs previous 13F +3,095 shares

    0.01% of the 13F portfolio, value $3,725,732.

    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 42,676 shares
    Change vs previous 13F +1,800 shares

    0.01% of the 13F portfolio, value $3,422,591.

    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 40,876 shares
    Change vs previous 13F +20,224 shares

    0.01% of the 13F portfolio, value $3,262,698.

    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 20,652 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,630,038.

    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).