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CAPTRUST FINANCIAL ADVISORS: SMA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 38,412 SMA 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 38,412 shares
    Change vs previous 13F +490 shares

    <0.01% of the 13F portfolio, value $1,248,391.

    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 37,922 shares
    Change vs previous 13F -3,589 shares

    <0.01% of the 13F portfolio, value $1,148,278.

    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 41,511 shares
    Change vs previous 13F +35,981 shares

    <0.01% of the 13F portfolio, value $1,284,350.

    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 5,530 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,149.

    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).