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CAPTRUST FINANCIAL ADVISORS: SGDM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 191,179 SGDM 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 191,179 shares
    Change vs previous 13F +2,724 shares

    0.02% of the 13F portfolio, value $12,019,403.

    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 188,455 shares
    Change vs previous 13F -6,417 shares

    0.02% of the 13F portfolio, value $14,226,443.

    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 194,872 shares
    Change vs previous 13F +6,757 shares

    0.03% of the 13F portfolio, value $13,568,915.

    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 188,115 shares
    Change vs previous 13F -1,684 shares

    0.02% of the 13F portfolio, value $11,663,136.

    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 189,799 shares
    Change vs previous 13F -908 shares

    0.02% of the 13F portfolio, value $8,586,511.

    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 190,707 shares
    Change vs previous 13F +3,491 shares

    0.02% of the 13F portfolio, value $7,235,427.

    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 187,216 shares
    Change vs previous 13F -15,443 shares

    0.01% of the 13F portfolio, value $5,197,220.

    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 202,659 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,278,367.

    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).