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CAPTRUST FINANCIAL ADVISORS: SNY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 78,997 SNY 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 78,997 shares
    Change vs previous 13F -27,388 shares

    0.01% of the 13F portfolio, value $3,370,002.

    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 106,385 shares
    Change vs previous 13F +40,954 shares

    0.01% of the 13F portfolio, value $5,124,435.

    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 65,431 shares
    Change vs previous 13F -3,592 shares

    0.01% of the 13F portfolio, value $3,170,800.

    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 69,023 shares
    Change vs previous 13F -3,476 shares

    0.01% of the 13F portfolio, value $3,257,878.

    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 72,499 shares
    Change vs previous 13F +165 shares

    0.01% of the 13F portfolio, value $3,502,443.

    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 72,334 shares
    Change vs previous 13F +34,307 shares

    0.01% of the 13F portfolio, value $4,011,648.

    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 38,027 shares
    Change vs previous 13F -10,268 shares

    0.01% of the 13F portfolio, value $1,834,040.

    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 48,295 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,783,243.

    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).