Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: SLM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 72,001 SLM 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 72,001 shares
    Change vs previous 13F +28,654 shares

    <0.01% of the 13F portfolio, value $1,867,707.

    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 43,347 shares
    Change vs previous 13F -10,326 shares

    <0.01% of the 13F portfolio, value $928,050.

    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 53,673 shares
    Change vs previous 13F +12,793 shares

    <0.01% of the 13F portfolio, value $1,452,391.

    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 40,880 shares
    Change vs previous 13F +3,991 shares

    <0.01% of the 13F portfolio, value $1,131,558.

    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 36,889 shares
    Change vs previous 13F +2,109 shares

    <0.01% of the 13F portfolio, value $1,209,590.

    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 34,780 shares
    Change vs previous 13F +6,902 shares

    <0.01% of the 13F portfolio, value $1,021,489.

    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 27,878 shares
    Change vs previous 13F +15,900 shares

    <0.01% of the 13F portfolio, value $768,875.

    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 11,978 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,937.

    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).