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CAPTRUST FINANCIAL ADVISORS: SR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,084,020 SR 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 1,084,020 shares
    Change vs previous 13F -143,156 shares

    0.13% of the 13F portfolio, value $84,651,152.

    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 1,227,176 shares
    Change vs previous 13F -13,219 shares

    0.19% of the 13F portfolio, value $111,110,760.

    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 1,240,395 shares
    Change vs previous 13F +20,224 shares

    0.2% of the 13F portfolio, value $102,580,636.

    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 1,220,171 shares
    Change vs previous 13F +85,004 shares

    0.2% of the 13F portfolio, value $99,468,306.

    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 1,135,167 shares
    Change vs previous 13F +80,929 shares

    0.18% of the 13F portfolio, value $82,855,814.

    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 1,054,238 shares
    Change vs previous 13F +331,456 shares

    0.21% of the 13F portfolio, value $82,494,103.

    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 722,782 shares
    Change vs previous 13F +139,815 shares

    0.14% of the 13F portfolio, value $49,026,292.

    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 582,967 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $39,227,849.

    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).