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Disclosery

CAPTRUST FINANCIAL ADVISORS: SW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 38,418 SW 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 38,418 shares
    Change vs previous 13F -12,337 shares

    <0.01% of the 13F portfolio, value $1,777,208.

    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 50,755 shares
    Change vs previous 13F +16,178 shares

    <0.01% of the 13F portfolio, value $2,022,553.

    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 34,577 shares
    Change vs previous 13F +15,871 shares

    <0.01% of the 13F portfolio, value $1,337,080.

    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 18,706 shares
    Change vs previous 13F +1,426 shares

    <0.01% of the 13F portfolio, value $796,317.

    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 17,280 shares
    Change vs previous 13F +2,713 shares

    <0.01% of the 13F portfolio, value $745,617.

    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 14,567 shares
    Change vs previous 13F +7,298 shares

    <0.01% of the 13F portfolio, value $656,368.

    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 7,269 shares
    Change vs previous 13F +2,138 shares

    <0.01% of the 13F portfolio, value $391,492.

    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 5,131 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $253,588.

    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).