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CAPTRUST FINANCIAL ADVISORS: SON position timeline

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

CAPTRUST FINANCIAL ADVISORS held 75,264 SON 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 75,264 shares
    Change vs previous 13F +44,596 shares

    0.01% of the 13F portfolio, value $4,241,109.

    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 30,668 shares
    Change vs previous 13F -778 shares

    <0.01% of the 13F portfolio, value $1,658,822.

    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 31,446 shares
    Change vs previous 13F -4,934 shares

    <0.01% of the 13F portfolio, value $1,372,314.

    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 36,380 shares
    Change vs previous 13F +12,627 shares

    <0.01% of the 13F portfolio, value $1,567,593.

    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 23,753 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $1,034,690.

    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 23,701 shares
    Change vs previous 13F -2,676 shares

    <0.01% of the 13F portfolio, value $1,119,654.

    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 26,377 shares
    Change vs previous 13F +4,426 shares

    <0.01% of the 13F portfolio, value $1,288,506.

    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 21,951 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,199,206.

    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).