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CAPTRUST FINANCIAL ADVISORS: SMMU position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,370,095 SMMU 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 1,370,095 shares
    Change vs previous 13F +211,644 shares

    0.11% of the 13F portfolio, value $69,189,796.

    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 1,158,451 shares
    Change vs previous 13F +110,605 shares

    0.1% of the 13F portfolio, value $58,443,381.

    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 1,047,846 shares
    Change vs previous 13F +90,992 shares

    0.1% of the 13F portfolio, value $52,842,893.

    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 956,854 shares
    Change vs previous 13F +432,791 shares

    0.1% of the 13F portfolio, value $48,388,130.

    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 524,063 shares
    Change vs previous 13F +62,582 shares

    0.06% of the 13F portfolio, value $26,292,221.

    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 461,481 shares
    Change vs previous 13F +29,009 shares

    0.06% of the 13F portfolio, value $23,083,281.

    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 432,472 shares
    Change vs previous 13F +43,791 shares

    0.06% of the 13F portfolio, value $21,554,384.

    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 388,681 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,628,408.

    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).