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CAPTRUST FINANCIAL ADVISORS: SMR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 17,523 SMR 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 17,523 shares
    Change vs previous 13F +4,041 shares

    <0.01% of the 13F portfolio, value $175,756.

    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 13,482 shares
    Change vs previous 13F +2,060 shares

    <0.01% of the 13F portfolio, value $146,144.

    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 11,422 shares
    Change vs previous 13F -7,341 shares

    <0.01% of the 13F portfolio, value $161,848.

    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 18,763 shares
    Change vs previous 13F +1,925 shares

    <0.01% of the 13F portfolio, value $675,465.

    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 16,838 shares
    Change vs previous 13F +5,035 shares

    <0.01% of the 13F portfolio, value $666,108.

    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 11,803 shares
    Change vs previous 13F -3,363 shares

    <0.01% of the 13F portfolio, value $167,129.

    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 15,166 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,925.

    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).