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CAPTRUST FINANCIAL ADVISORS: SPYM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 241,389 SPYM 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 241,389 shares
    Change vs previous 13F +17,493 shares

    0.03% of the 13F portfolio, value $21,213,257.

    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 223,896 shares
    Change vs previous 13F +26,019 shares

    0.03% of the 13F portfolio, value $17,135,598.

    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 197,877 shares
    Change vs previous 13F +15,166 shares

    0.03% of the 13F portfolio, value $15,873,718.

    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 182,711 shares
    Change vs previous 13F +7,006 shares

    0.03% of the 13F portfolio, value $14,313,618.

    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 175,705 shares
    Change vs previous 13F +32,909 shares

    0.03% of the 13F portfolio, value $12,771,964.

    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 142,796 shares
    Change vs previous 13F +28,970 shares

    0.02% of the 13F portfolio, value $9,390,277.

    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 113,826 shares
    Change vs previous 13F +9,958 shares

    0.02% of the 13F portfolio, value $7,847,186.

    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 103,868 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,012,102.

    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).