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CAPTRUST FINANCIAL ADVISORS: SLV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 349,986 SLV 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 349,986 shares
    Change vs previous 13F -1,589 shares

    0.03% of the 13F portfolio, value $18,713,741.

    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 351,575 shares
    Change vs previous 13F -18,679 shares

    0.04% of the 13F portfolio, value $23,955,884.

    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 370,254 shares
    Change vs previous 13F +30,932 shares

    0.05% of the 13F portfolio, value $23,851,770.

    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 339,322 shares
    Change vs previous 13F +26,109 shares

    0.03% of the 13F portfolio, value $14,377,056.

    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 313,213 shares
    Change vs previous 13F +12,399 shares

    0.02% of the 13F portfolio, value $10,276,529.

    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 300,814 shares
    Change vs previous 13F +114,102 shares

    0.02% of the 13F portfolio, value $9,322,235.

    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 186,712 shares
    Change vs previous 13F +4,358 shares

    0.01% of the 13F portfolio, value $4,916,134.

    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 182,354 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,180,690.

    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).