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Disclosery

CAPTRUST FINANCIAL ADVISORS: SF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 39,762 SF 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 39,762 shares
    Change vs previous 13F -16,211 shares

    <0.01% of the 13F portfolio, value $2,774,199.

    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 55,973 shares
    Change vs previous 13F +24,410 shares

    0.01% of the 13F portfolio, value $4,137,444.

    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 31,563 shares
    Change vs previous 13F +5,267 shares

    0.01% of the 13F portfolio, value $3,952,350.

    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 26,296 shares
    Change vs previous 13F +1,088 shares

    0.01% of the 13F portfolio, value $2,983,809.

    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 25,208 shares
    Change vs previous 13F -3,674 shares

    0.01% of the 13F portfolio, value $2,616,087.

    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 28,882 shares
    Change vs previous 13F -473 shares

    0.01% of the 13F portfolio, value $2,722,418.

    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 29,355 shares
    Change vs previous 13F -1,988 shares

    0.01% of the 13F portfolio, value $3,113,978.

    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 31,343 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,943,108.

    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).