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Disclosery

CAPTRUST FINANCIAL ADVISORS: SSD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 7,273 SSD 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 7,273 shares
    Change vs previous 13F +383 shares

    <0.01% of the 13F portfolio, value $1,522,622.

    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 6,890 shares
    Change vs previous 13F -348 shares

    <0.01% of the 13F portfolio, value $1,182,426.

    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 7,238 shares
    Change vs previous 13F -23,724 shares

    <0.01% of the 13F portfolio, value $1,168,721.

    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 30,962 shares
    Change vs previous 13F -2,240 shares

    0.01% of the 13F portfolio, value $5,184,902.

    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 33,202 shares
    Change vs previous 13F +5,810 shares

    0.01% of the 13F portfolio, value $5,156,603.

    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 27,392 shares
    Change vs previous 13F +7,911 shares

    0.01% of the 13F portfolio, value $4,302,735.

    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 19,481 shares
    Change vs previous 13F +14,435 shares

    0.01% of the 13F portfolio, value $3,230,534.

    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 5,046 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $965,148.

    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).