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CAPTRUST FINANCIAL ADVISORS: SPTM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 76,571 SPTM 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 76,571 shares
    Change vs previous 13F +9,328 shares

    0.01% of the 13F portfolio, value $6,951,881.

    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 67,243 shares
    Change vs previous 13F +1,045 shares

    0.01% of the 13F portfolio, value $5,316,267.

    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 66,198 shares
    Change vs previous 13F +1,208 shares

    0.01% of the 13F portfolio, value $5,461,365.

    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 64,990 shares
    Change vs previous 13F -2,555 shares

    0.01% of the 13F portfolio, value $5,241,451.

    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 67,545 shares
    Change vs previous 13F -11,524 shares

    0.01% of the 13F portfolio, value $5,058,467.

    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 79,069 shares
    Change vs previous 13F -1,243 shares

    0.01% of the 13F portfolio, value $5,377,462.

    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 80,312 shares
    Change vs previous 13F -22,547 shares

    0.02% of the 13F portfolio, value $5,736,695.

    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 102,859 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,206,294.

    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).