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CAPTRUST FINANCIAL ADVISORS: SRLN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 135,221 SRLN 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 135,221 shares
    Change vs previous 13F -1,928 shares

    0.01% of the 13F portfolio, value $5,448,070.

    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 137,149 shares
    Change vs previous 13F +12,364 shares

    0.01% of the 13F portfolio, value $5,505,160.

    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 124,785 shares
    Change vs previous 13F +37,361 shares

    0.01% of the 13F portfolio, value $5,149,891.

    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 87,424 shares
    Change vs previous 13F +55,372 shares

    0.01% of the 13F portfolio, value $3,635,082.

    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 32,052 shares
    Change vs previous 13F +3,657 shares

    <0.01% of the 13F portfolio, value $1,333,043.

    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 28,395 shares
    Change vs previous 13F +4,961 shares

    <0.01% of the 13F portfolio, value $1,167,887.

    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 23,434 shares
    Change vs previous 13F +9,209 shares

    <0.01% of the 13F portfolio, value $977,901.

    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 14,225 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $594,037.

    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).