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CAPTRUST FINANCIAL ADVISORS: SPTS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 220,045 SPTS 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 220,045 shares
    Change vs previous 13F -2,804 shares

    0.01% of the 13F portfolio, value $6,383,494.

    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 222,849 shares
    Change vs previous 13F -15,113 shares

    0.01% of the 13F portfolio, value $6,502,725.

    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 237,962 shares
    Change vs previous 13F +229,091 shares

    0.01% of the 13F portfolio, value $6,967,540.

    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 8,871 shares
    Change vs previous 13F -4,092 shares

    <0.01% of the 13F portfolio, value $260,102.

    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 12,963 shares
    Change vs previous 13F -1,236 shares

    <0.01% of the 13F portfolio, value $379,678.

    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 14,199 shares
    Change vs previous 13F -287 shares

    <0.01% of the 13F portfolio, value $415,179.

    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 14,486 shares
    Change vs previous 13F -4,524 shares

    <0.01% of the 13F portfolio, value $420,230.

    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 19,010 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $559,084.

    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).