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CAPTRUST FINANCIAL ADVISORS: SUSA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 44,767 SUSA 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 44,767 shares
    Change vs previous 13F +359 shares

    0.01% of the 13F portfolio, value $6,907,606.

    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 44,408 shares
    Change vs previous 13F +4,139 shares

    0.01% of the 13F portfolio, value $5,861,096.

    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 40,269 shares
    Change vs previous 13F +29,349 shares

    0.01% of the 13F portfolio, value $5,611,336.

    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 10,920 shares
    Change vs previous 13F -214 shares

    <0.01% of the 13F portfolio, value $1,481,277.

    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 11,134 shares
    Change vs previous 13F -1,798 shares

    <0.01% of the 13F portfolio, value $1,411,296.

    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 12,932 shares
    Change vs previous 13F -2,433 shares

    <0.01% of the 13F portfolio, value $1,485,495.

    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 15,365 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $1,868,239.

    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 15,381 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,851,444.

    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).