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CAPTRUST FINANCIAL ADVISORS: STRL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 18,232 STRL 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 18,232 shares
    Change vs previous 13F -10,611 shares

    0.02% of the 13F portfolio, value $15,303,500.

    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 28,843 shares
    Change vs previous 13F +1,922 shares

    0.02% of the 13F portfolio, value $11,745,504.

    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 26,921 shares
    Change vs previous 13F -21,744 shares

    0.02% of the 13F portfolio, value $8,244,047.

    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 48,665 shares
    Change vs previous 13F +8,987 shares

    0.03% of the 13F portfolio, value $16,530,537.

    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 39,678 shares
    Change vs previous 13F +4,246 shares

    0.02% of the 13F portfolio, value $9,154,912.

    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 35,432 shares
    Change vs previous 13F +6,262 shares

    0.01% of the 13F portfolio, value $4,011,260.

    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 29,170 shares
    Change vs previous 13F +4,491 shares

    0.01% of the 13F portfolio, value $4,913,686.

    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 24,679 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,578,949.

    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).