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CAPTRUST FINANCIAL ADVISORS: SCMB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 114,711 SCMB 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 114,711 shares
    Change vs previous 13F +33,746 shares

    <0.01% of the 13F portfolio, value $2,961,845.

    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 80,965 shares
    Change vs previous 13F +7,559 shares

    <0.01% of the 13F portfolio, value $2,062,987.

    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 73,406 shares
    Change vs previous 13F +19,787 shares

    <0.01% of the 13F portfolio, value $1,890,944.

    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 53,619 shares
    Change vs previous 13F -1,858 shares

    <0.01% of the 13F portfolio, value $1,373,189.

    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 55,477 shares
    Change vs previous 13F +16,778 shares

    <0.01% of the 13F portfolio, value $1,396,916.

    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 38,699 shares
    Change vs previous 13F +1,162 shares

    <0.01% of the 13F portfolio, value $981,794.

    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 37,537 shares
    Change vs previous 13F +16,649 shares

    <0.01% of the 13F portfolio, value $963,950.

    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 20,888 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,097,247.

    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).