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CAPTRUST FINANCIAL ADVISORS: SPLV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 65,014 SPLV 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 65,014 shares
    Change vs previous 13F +1,327 shares

    0.01% of the 13F portfolio, value $4,869,511.

    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 63,687 shares
    Change vs previous 13F -547 shares

    0.01% of the 13F portfolio, value $4,658,008.

    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 64,234 shares
    Change vs previous 13F +2,721 shares

    0.01% of the 13F portfolio, value $4,587,618.

    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 61,513 shares
    Change vs previous 13F -39 shares

    0.01% of the 13F portfolio, value $4,519,957.

    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 61,552 shares
    Change vs previous 13F -1,677 shares

    0.01% of the 13F portfolio, value $4,482,220.

    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 63,229 shares
    Change vs previous 13F +31,420 shares

    0.01% of the 13F portfolio, value $4,724,507.

    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 31,809 shares
    Change vs previous 13F +322 shares

    0.01% of the 13F portfolio, value $2,226,642.

    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 31,487 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,258,559.

    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).