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CAPTRUST FINANCIAL ADVISORS: SLQT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 2,354,276 SLQT 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 2,354,276 shares
    Change vs previous 13F +67,050 shares

    <0.01% of the 13F portfolio, value $1,980,182.

    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 2,287,226 shares
    Change vs previous 13F +206,017 shares

    <0.01% of the 13F portfolio, value $1,439,809.

    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 2,081,209 shares
    Change vs previous 13F +554,624 shares

    0.01% of the 13F portfolio, value $2,934,505.

    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 1,526,585 shares
    Change vs previous 13F +70,043 shares

    0.01% of the 13F portfolio, value $2,992,107.

    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 1,456,542 shares
    Change vs previous 13F +72,364 shares

    0.01% of the 13F portfolio, value $3,466,570.

    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 1,384,178 shares
    Change vs previous 13F -157,832 shares

    0.01% of the 13F portfolio, value $4,623,155.

    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 1,542,010 shares
    Change vs previous 13F +73,627 shares

    0.02% of the 13F portfolio, value $5,736,277.

    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 1,468,383 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,186,391.

    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).