Captrust Financial Advisors

SEC CIK: 0001512024
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

SBI holding history

Western Asset Intermediate Muni Fund Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SBI overview All 13F holders of SBI Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of SBI by Captrust Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−12,711−100.0%	Sold out	Holders
Q2 2025	12,711	$95.6K	<0.1%	+12,711	New	Holders
Q4 2023	0	$0	0.0%	−17,869−100.0%	Sold out	Holders
Q3 2023	17,869	$127.9K	<0.1%	+17,869	New	Holders