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CAPTRUST FINANCIAL ADVISORS: SPAB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 315,144 SPAB 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 315,144 shares
    Change vs previous 13F -1,966 shares

    0.01% of the 13F portfolio, value $8,042,473.

    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 317,110 shares
    Change vs previous 13F -32,389 shares

    0.01% of the 13F portfolio, value $8,124,353.

    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 349,499 shares
    Change vs previous 13F -21,541 shares

    0.02% of the 13F portfolio, value $8,999,587.

    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 371,040 shares
    Change vs previous 13F +61,541 shares

    0.02% of the 13F portfolio, value $9,591,381.

    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 309,499 shares
    Change vs previous 13F +9,769 shares

    0.02% of the 13F portfolio, value $7,923,230.

    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 299,730 shares
    Change vs previous 13F -13,992 shares

    0.02% of the 13F portfolio, value $7,655,167.

    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 313,722 shares
    Change vs previous 13F +56,787 shares

    0.02% of the 13F portfolio, value $7,840,015.

    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 256,935 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,716,289.

    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).