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Disclosery

CAPTRUST FINANCIAL ADVISORS: SU position timeline

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

CAPTRUST FINANCIAL ADVISORS held 39,091 SU 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 39,091 shares
    Change vs previous 13F +2,164 shares

    <0.01% of the 13F portfolio, value $2,098,380.

    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 36,927 shares
    Change vs previous 13F +1,779 shares

    <0.01% of the 13F portfolio, value $2,441,233.

    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 35,148 shares
    Change vs previous 13F -5,967 shares

    <0.01% of the 13F portfolio, value $1,559,151.

    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 41,115 shares
    Change vs previous 13F -2,085 shares

    <0.01% of the 13F portfolio, value $1,719,008.

    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 43,200 shares
    Change vs previous 13F +5,072 shares

    <0.01% of the 13F portfolio, value $1,617,842.

    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 38,128 shares
    Change vs previous 13F -9,509 shares

    <0.01% of the 13F portfolio, value $1,476,326.

    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 47,637 shares
    Change vs previous 13F -3,527 shares

    <0.01% of the 13F portfolio, value $1,699,680.

    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 51,164 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,888,975.

    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).