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CAPTRUST FINANCIAL ADVISORS: STPZ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 48,445 STPZ 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 48,445 shares
    Change vs previous 13F -13,587 shares

    <0.01% of the 13F portfolio, value $2,584,051.

    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 62,032 shares
    Change vs previous 13F +17,439 shares

    0.01% of the 13F portfolio, value $3,356,341.

    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 44,593 shares
    Change vs previous 13F -3,943 shares

    <0.01% of the 13F portfolio, value $2,392,860.

    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 48,536 shares
    Change vs previous 13F +638 shares

    0.01% of the 13F portfolio, value $2,629,588.

    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 47,898 shares
    Change vs previous 13F +28,493 shares

    0.01% of the 13F portfolio, value $2,577,391.

    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 19,405 shares
    Change vs previous 13F -2,643 shares

    <0.01% of the 13F portfolio, value $1,048,258.

    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 22,048 shares
    Change vs previous 13F -9,635 shares

    <0.01% of the 13F portfolio, value $1,153,093.

    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 31,683 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,673,651.

    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).