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CAPTRUST FINANCIAL ADVISORS: SPEM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 41,780 SPEM 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 41,780 shares
    Change vs previous 13F -1,139 shares

    <0.01% of the 13F portfolio, value $2,163,355.

    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 42,919 shares
    Change vs previous 13F +7,278 shares

    <0.01% of the 13F portfolio, value $2,013,353.

    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 35,641 shares
    Change vs previous 13F +2,943 shares

    <0.01% of the 13F portfolio, value $1,668,336.

    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 32,698 shares
    Change vs previous 13F +222 shares

    <0.01% of the 13F portfolio, value $1,530,600.

    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 32,476 shares
    Change vs previous 13F +2,261 shares

    <0.01% of the 13F portfolio, value $1,388,024.

    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 30,215 shares
    Change vs previous 13F -3,236 shares

    <0.01% of the 13F portfolio, value $1,189,580.

    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 33,451 shares
    Change vs previous 13F +833 shares

    <0.01% of the 13F portfolio, value $1,283,512.

    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 32,618 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,346,461.

    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).