Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: SFST position timeline

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

CAPTRUST FINANCIAL ADVISORS held 29,119 SFST 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 29,119 shares
    Change vs previous 13F +136 shares

    <0.01% of the 13F portfolio, value $1,779,171.

    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 28,983 shares
    Change vs previous 13F +754 shares

    <0.01% of the 13F portfolio, value $1,579,572.

    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 28,229 shares
    Change vs previous 13F -1,349 shares

    <0.01% of the 13F portfolio, value $1,454,358.

    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 29,578 shares
    Change vs previous 13F -1,612 shares

    <0.01% of the 13F portfolio, value $1,304,981.

    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 31,190 shares
    Change vs previous 13F +67 shares

    <0.01% of the 13F portfolio, value $1,186,156.

    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 31,123 shares
    Change vs previous 13F +672 shares

    <0.01% of the 13F portfolio, value $1,024,569.

    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 30,451 shares
    Change vs previous 13F -42,583 shares

    <0.01% of the 13F portfolio, value $1,210,427.

    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 73,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,488,999.

    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).