Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: SPMD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 29,064 SPMD 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 29,064 shares
    Change vs previous 13F -11,069 shares

    <0.01% of the 13F portfolio, value $1,963,597.

    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 40,133 shares
    Change vs previous 13F +5,454 shares

    <0.01% of the 13F portfolio, value $2,376,696.

    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 34,679 shares
    Change vs previous 13F +1,894 shares

    <0.01% of the 13F portfolio, value $2,008,247.

    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 32,785 shares
    Change vs previous 13F -111 shares

    <0.01% of the 13F portfolio, value $1,874,969.

    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 32,896 shares
    Change vs previous 13F -9,179 shares

    <0.01% of the 13F portfolio, value $1,788,938.

    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 42,075 shares
    Change vs previous 13F -16,188 shares

    0.01% of the 13F portfolio, value $2,154,022.

    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 58,263 shares
    Change vs previous 13F +14,782 shares

    0.01% of the 13F portfolio, value $3,186,385.

    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 43,481 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,377,489.

    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).