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CAPTRUST FINANCIAL ADVISORS: SNX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 14,283 SNX 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 14,283 shares
    Change vs previous 13F -4,436 shares

    0.01% of the 13F portfolio, value $3,818,326.

    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 18,719 shares
    Change vs previous 13F +8,106 shares

    0.01% of the 13F portfolio, value $3,157,446.

    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 10,613 shares
    Change vs previous 13F +1,878 shares

    <0.01% of the 13F portfolio, value $1,594,416.

    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 8,735 shares
    Change vs previous 13F -96 shares

    <0.01% of the 13F portfolio, value $1,430,365.

    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 8,831 shares
    Change vs previous 13F +625 shares

    <0.01% of the 13F portfolio, value $1,198,336.

    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 8,206 shares
    Change vs previous 13F -1,809 shares

    <0.01% of the 13F portfolio, value $853,055.

    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 10,015 shares
    Change vs previous 13F -303 shares

    <0.01% of the 13F portfolio, value $1,174,598.

    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 10,318 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,238,963.

    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).