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CAPTRUST FINANCIAL ADVISORS: SIRI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 94,087 SIRI 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 94,087 shares
    Change vs previous 13F -65,188 shares

    <0.01% of the 13F portfolio, value $2,779,326.

    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 159,275 shares
    Change vs previous 13F +28,870 shares

    0.01% of the 13F portfolio, value $3,675,977.

    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 130,405 shares
    Change vs previous 13F -14,895 shares

    <0.01% of the 13F portfolio, value $2,607,442.

    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 145,300 shares
    Change vs previous 13F -28,018 shares

    0.01% of the 13F portfolio, value $3,381,859.

    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 173,318 shares
    Change vs previous 13F +4,220 shares

    0.01% of the 13F portfolio, value $3,981,114.

    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 169,098 shares
    Change vs previous 13F +42,612 shares

    0.01% of the 13F portfolio, value $3,812,320.

    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 126,486 shares
    Change vs previous 13F +38,652 shares

    0.01% of the 13F portfolio, value $2,883,876.

    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 87,834 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,077,281.

    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).