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CAPTRUST FINANCIAL ADVISORS: SYY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 180,570 SYY 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 180,570 shares
    Change vs previous 13F +1,854 shares

    0.02% of the 13F portfolio, value $15,092,001.

    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 178,716 shares
    Change vs previous 13F +12,292 shares

    0.02% of the 13F portfolio, value $12,747,772.

    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 166,424 shares
    Change vs previous 13F +14,956 shares

    0.02% of the 13F portfolio, value $12,263,789.

    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 151,468 shares
    Change vs previous 13F +1,639 shares

    0.03% of the 13F portfolio, value $12,471,885.

    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 149,829 shares
    Change vs previous 13F +9,544 shares

    0.03% of the 13F portfolio, value $11,348,017.

    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 140,285 shares
    Change vs previous 13F +22,993 shares

    0.03% of the 13F portfolio, value $10,527,007.

    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 117,292 shares
    Change vs previous 13F -7,049 shares

    0.03% of the 13F portfolio, value $8,968,123.

    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 124,341 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,706,060.

    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).