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CAPTRUST FINANCIAL ADVISORS: SOUN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 138,462 SOUN 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 138,462 shares
    Change vs previous 13F +36,790 shares

    <0.01% of the 13F portfolio, value $895,848.

    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 101,672 shares
    Change vs previous 13F -73,727 shares

    <0.01% of the 13F portfolio, value $698,486.

    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 175,399 shares
    Change vs previous 13F -39,692 shares

    <0.01% of the 13F portfolio, value $1,748,731.

    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 215,091 shares
    Change vs previous 13F +123,960 shares

    0.01% of the 13F portfolio, value $3,458,656.

    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 91,131 shares
    Change vs previous 13F +34,991 shares

    <0.01% of the 13F portfolio, value $977,836.

    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 56,140 shares
    Change vs previous 13F -24,152 shares

    <0.01% of the 13F portfolio, value $455,854.

    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 80,292 shares
    Change vs previous 13F +10,405 shares

    <0.01% of the 13F portfolio, value $1,592,993.

    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 69,887 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $325,673.

    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).