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CAPTRUST FINANCIAL ADVISORS: STOT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 20,359 STOT 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 20,359 shares
    Change vs previous 13F -150 shares

    <0.01% of the 13F portfolio, value $958,076.

    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 20,509 shares
    Change vs previous 13F -1,277 shares

    <0.01% of the 13F portfolio, value $966,608.

    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 21,786 shares
    Change vs previous 13F -2,222 shares

    <0.01% of the 13F portfolio, value $1,030,051.

    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 24,008 shares
    Change vs previous 13F -2,727 shares

    <0.01% of the 13F portfolio, value $1,137,609.

    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 26,735 shares
    Change vs previous 13F -4,170 shares

    <0.01% of the 13F portfolio, value $1,265,916.

    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 30,905 shares
    Change vs previous 13F -14,142 shares

    <0.01% of the 13F portfolio, value $1,460,274.

    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 45,047 shares
    Change vs previous 13F -8,536 shares

    0.01% of the 13F portfolio, value $2,110,914.

    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 53,583 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,543,579.

    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).