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CAPTRUST FINANCIAL ADVISORS: SGOV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 2,306,528 SGOV 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 2,306,528 shares
    Change vs previous 13F +123,759 shares

    0.36% of the 13F portfolio, value $232,198,214.

    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 2,182,769 shares
    Change vs previous 13F +175,627 shares

    0.38% of the 13F portfolio, value $219,717,573.

    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 2,007,142 shares
    Change vs previous 13F +159,642 shares

    0.38% of the 13F portfolio, value $201,476,888.

    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 1,847,500 shares
    Change vs previous 13F +66,426 shares

    0.38% of the 13F portfolio, value $186,043,221.

    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 1,781,074 shares
    Change vs previous 13F +407,106 shares

    0.4% of the 13F portfolio, value $179,336,388.

    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 1,373,968 shares
    Change vs previous 13F +345,484 shares

    0.35% of the 13F portfolio, value $138,317,390.

    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 1,028,484 shares
    Change vs previous 13F -17,086 shares

    0.29% of the 13F portfolio, value $103,177,560.

    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 1,045,570 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $105,309,827.

    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).