CAPTRUST FINANCIAL ADVISORS: SRAD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on SRAD, newest first. How the timeline and the estimate are built.
CAPTRUST FINANCIAL ADVISORS held 42,379 SRAD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 42,379 sharesChange vs previous 13F -253,273 shares
<0.01% of the 13F portfolio, value $634,414.
13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 295,652 sharesChange vs previous 13F -472,498 shares
0.01% of the 13F portfolio, value $4,949,223.
13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 768,150 sharesChange vs previous 13F +208,916 shares
0.03% of the 13F portfolio, value $18,258,916.
13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 559,234 sharesChange vs previous 13F +323,655 shares
0.03% of the 13F portfolio, value $15,043,395.
13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 235,579 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $6,615,058.
13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).