Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: SPIB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 23,709 SPIB 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 23,709 shares
    Change vs previous 13F -1,046 shares

    <0.01% of the 13F portfolio, value $793,290.

    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 24,755 shares
    Change vs previous 13F +1,595 shares

    <0.01% of the 13F portfolio, value $830,295.

    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 23,160 shares
    Change vs previous 13F -1,294 shares

    <0.01% of the 13F portfolio, value $783,036.

    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 24,454 shares
    Change vs previous 13F -8,506 shares

    <0.01% of the 13F portfolio, value $828,737.

    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 32,960 shares
    Change vs previous 13F +989 shares

    <0.01% of the 13F portfolio, value $1,106,804.

    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 31,971 shares
    Change vs previous 13F -4,419 shares

    <0.01% of the 13F portfolio, value $1,062,729.

    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 36,390 shares
    Change vs previous 13F -2,915 shares

    <0.01% of the 13F portfolio, value $1,192,126.

    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 39,305 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,324,965.

    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).