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CAPTRUST FINANCIAL ADVISORS: SPSC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 21,677 SPSC 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 21,677 shares
    Change vs previous 13F +10,707 shares

    <0.01% of the 13F portfolio, value $1,239,274.

    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 10,970 shares
    Change vs previous 13F +119 shares

    <0.01% of the 13F portfolio, value $610,700.

    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 10,851 shares
    Change vs previous 13F -2,381 shares

    <0.01% of the 13F portfolio, value $967,150.

    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 13,232 shares
    Change vs previous 13F +2,105 shares

    <0.01% of the 13F portfolio, value $1,377,980.

    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 11,127 shares
    Change vs previous 13F +1,122 shares

    <0.01% of the 13F portfolio, value $1,514,273.

    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 10,005 shares
    Change vs previous 13F -1,116 shares

    <0.01% of the 13F portfolio, value $1,327,964.

    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 11,121 shares
    Change vs previous 13F -2,789 shares

    0.01% of the 13F portfolio, value $2,046,153.

    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 13,910 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,700,905.

    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).