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CAPTRUST FINANCIAL ADVISORS: SERA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 535,755 SERA 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 535,755 shares
    Change vs previous 13F -1,006 shares

    <0.01% of the 13F portfolio, value $975,074.

    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 536,761 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $1,089,625.

    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 536,766 shares
    Change vs previous 13F -65,570 shares

    <0.01% of the 13F portfolio, value $1,583,460.

    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 602,336 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $1,843,148.

    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 602,277 shares
    Change vs previous 13F +100,366 shares

    <0.01% of the 13F portfolio, value $1,668,307.

    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 501,911 shares
    Change vs previous 13F +14,017 shares

    <0.01% of the 13F portfolio, value $1,847,032.

    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 487,894 shares
    Change vs previous 13F +10,673 shares

    0.01% of the 13F portfolio, value $3,971,457.

    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 477,221 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,722,324.

    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).