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CAPTRUST FINANCIAL ADVISORS: SLYV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 40,833 SLYV 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 40,833 shares
    Change vs previous 13F +1,284 shares

    0.01% of the 13F portfolio, value $4,455,280.

    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 39,549 shares
    Change vs previous 13F -211 shares

    0.01% of the 13F portfolio, value $3,740,516.

    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 39,760 shares
    Change vs previous 13F -2,801 shares

    0.01% of the 13F portfolio, value $3,616,927.

    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 42,561 shares
    Change vs previous 13F -5,012 shares

    0.01% of the 13F portfolio, value $3,773,051.

    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 47,573 shares
    Change vs previous 13F -8,158 shares

    0.01% of the 13F portfolio, value $3,794,412.

    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 55,731 shares
    Change vs previous 13F -2,160 shares

    0.01% of the 13F portfolio, value $4,369,338.

    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 57,891 shares
    Change vs previous 13F -1,921 shares

    0.01% of the 13F portfolio, value $5,051,018.

    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 59,812 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,192,895.

    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).