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CAPTRUST FINANCIAL ADVISORS: SPSB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 37,543 SPSB 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 37,543 shares
    Change vs previous 13F -10,143 shares

    <0.01% of the 13F portfolio, value $1,126,660.

    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 47,686 shares
    Change vs previous 13F -9,708 shares

    <0.01% of the 13F portfolio, value $1,433,926.

    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 57,394 shares
    Change vs previous 13F -29,736 shares

    <0.01% of the 13F portfolio, value $1,733,284.

    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 87,130 shares
    Change vs previous 13F -1,444 shares

    0.01% of the 13F portfolio, value $2,639,158.

    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 88,574 shares
    Change vs previous 13F -1,798 shares

    0.01% of the 13F portfolio, value $2,674,062.

    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 90,372 shares
    Change vs previous 13F +47,174 shares

    0.01% of the 13F portfolio, value $2,720,188.

    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 43,198 shares
    Change vs previous 13F +1,905 shares

    <0.01% of the 13F portfolio, value $1,289,892.

    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 41,293 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,250,356.

    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).