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CAPTRUST FINANCIAL ADVISORS: SGI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 48,524 SGI 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 48,524 shares
    Change vs previous 13F -3,967 shares

    0.01% of the 13F portfolio, value $3,804,264.

    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 52,491 shares
    Change vs previous 13F -4,227 shares

    0.01% of the 13F portfolio, value $3,880,170.

    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 56,718 shares
    Change vs previous 13F +546 shares

    0.01% of the 13F portfolio, value $5,063,762.

    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 56,172 shares
    Change vs previous 13F -13,155 shares

    0.01% of the 13F portfolio, value $4,737,011.

    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 69,327 shares
    Change vs previous 13F +97 shares

    0.01% of the 13F portfolio, value $4,717,677.

    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 69,230 shares
    Change vs previous 13F -6,240 shares

    0.01% of the 13F portfolio, value $4,145,514.

    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 75,470 shares
    Change vs previous 13F +50,397 shares

    0.01% of the 13F portfolio, value $4,278,377.

    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 25,073 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,368,992.

    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).