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CAPTRUST FINANCIAL ADVISORS: SERV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 788,465 SERV 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 788,465 shares
    Change vs previous 13F +27,329 shares

    0.01% of the 13F portfolio, value $5,188,103.

    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 761,136 shares
    Change vs previous 13F +54,134 shares

    0.01% of the 13F portfolio, value $6,422,720.

    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 707,002 shares
    Change vs previous 13F +117,561 shares

    0.01% of the 13F portfolio, value $7,338,676.

    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 589,441 shares
    Change vs previous 13F +110,094 shares

    0.01% of the 13F portfolio, value $6,855,194.

    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 479,347 shares
    Change vs previous 13F +67,770 shares

    0.01% of the 13F portfolio, value $5,483,729.

    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 411,577 shares
    Change vs previous 13F +139,583 shares

    0.01% of the 13F portfolio, value $2,366,567.

    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 271,994 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,671,919.

    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).