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CAPTRUST FINANCIAL ADVISORS: SPDW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 105,038 SPDW 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 105,038 shares
    Change vs previous 13F -2,054 shares

    0.01% of the 13F portfolio, value $5,292,850.

    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 107,092 shares
    Change vs previous 13F +15,594 shares

    0.01% of the 13F portfolio, value $4,888,750.

    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 91,498 shares
    Change vs previous 13F +3,429 shares

    0.01% of the 13F portfolio, value $4,063,441.

    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 88,069 shares
    Change vs previous 13F -2,112 shares

    0.01% of the 13F portfolio, value $3,768,466.

    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 90,181 shares
    Change vs previous 13F -2,516 shares

    0.01% of the 13F portfolio, value $3,651,079.

    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 92,697 shares
    Change vs previous 13F -8,431 shares

    0.01% of the 13F portfolio, value $3,375,326.

    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 101,128 shares
    Change vs previous 13F -8,185 shares

    0.01% of the 13F portfolio, value $3,452,030.

    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 109,313 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,105,869.

    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).