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Disclosery

CAPTRUST FINANCIAL ADVISORS: STE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 209,519 STE 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 209,519 shares
    Change vs previous 13F -1,156 shares

    0.07% of the 13F portfolio, value $44,118,335.

    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 210,675 shares
    Change vs previous 13F +8,361 shares

    0.08% of the 13F portfolio, value $46,585,546.

    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 202,314 shares
    Change vs previous 13F -1,322 shares

    0.1% of the 13F portfolio, value $51,290,624.

    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 203,636 shares
    Change vs previous 13F +1,851 shares

    0.1% of the 13F portfolio, value $50,387,670.

    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 201,785 shares
    Change vs previous 13F -3,181 shares

    0.11% of the 13F portfolio, value $48,472,801.

    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 204,966 shares
    Change vs previous 13F +188,223 shares

    0.12% of the 13F portfolio, value $46,455,435.

    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 16,743 shares
    Change vs previous 13F +6,638 shares

    0.01% of the 13F portfolio, value $3,441,765.

    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 10,105 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,450,954.

    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).