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CAPTRUST FINANCIAL ADVISORS: SVOL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 72,633 SVOL 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 72,633 shares
    Change vs previous 13F -8,899 shares

    <0.01% of the 13F portfolio, value $1,165,033.

    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 81,532 shares
    Change vs previous 13F +9,397 shares

    <0.01% of the 13F portfolio, value $1,250,701.

    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 72,135 shares
    Change vs previous 13F -6,677 shares

    <0.01% of the 13F portfolio, value $1,266,691.

    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 78,812 shares
    Change vs previous 13F -6,591 shares

    <0.01% of the 13F portfolio, value $1,418,616.

    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 85,403 shares
    Change vs previous 13F -1,707 shares

    <0.01% of the 13F portfolio, value $1,570,561.

    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 87,110 shares
    Change vs previous 13F +13,723 shares

    <0.01% of the 13F portfolio, value $1,583,660.

    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 73,387 shares
    Change vs previous 13F -11,208 shares

    <0.01% of the 13F portfolio, value $1,525,716.

    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 84,595 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,857,700.

    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).