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CAPTRUST FINANCIAL ADVISORS: SPHQ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 90,294 SPHQ 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 90,294 shares
    Change vs previous 13F -2,027 shares

    0.01% of the 13F portfolio, value $8,135,472.

    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 92,321 shares
    Change vs previous 13F +6,860 shares

    0.01% of the 13F portfolio, value $6,939,331.

    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 85,461 shares
    Change vs previous 13F -2,809 shares

    0.01% of the 13F portfolio, value $6,413,812.

    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 88,270 shares
    Change vs previous 13F +9,133 shares

    0.01% of the 13F portfolio, value $6,469,323.

    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 79,137 shares
    Change vs previous 13F +62,393 shares

    0.01% of the 13F portfolio, value $5,639,335.

    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 16,744 shares
    Change vs previous 13F -2,167 shares

    <0.01% of the 13F portfolio, value $1,110,765.

    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 18,911 shares
    Change vs previous 13F +2,531 shares

    <0.01% of the 13F portfolio, value $1,267,576.

    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 16,380 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,101,851.

    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).