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CAPTRUST FINANCIAL ADVISORS: SLF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 75,117 SLF 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 75,117 shares
    Change vs previous 13F -499 shares

    0.01% of the 13F portfolio, value $5,890,656.

    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 75,616 shares
    Change vs previous 13F +55,802 shares

    0.01% of the 13F portfolio, value $4,730,521.

    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 19,814 shares
    Change vs previous 13F -681 shares

    <0.01% of the 13F portfolio, value $1,236,400.

    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 20,495 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $1,230,321.

    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 20,493 shares
    Change vs previous 13F -7,313 shares

    <0.01% of the 13F portfolio, value $1,361,750.

    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 27,806 shares
    Change vs previous 13F +7,513 shares

    <0.01% of the 13F portfolio, value $1,592,162.

    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 20,293 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $1,204,176.

    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 20,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,176,878.

    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).