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CAPTRUST FINANCIAL ADVISORS: ACWX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 915,931 ACWX 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 915,931 shares
    Change vs previous 13F +58,890 shares

    0.11% of the 13F portfolio, value $69,711,497.

    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 857,041 shares
    Change vs previous 13F -33,830 shares

    0.1% of the 13F portfolio, value $58,679,984.

    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 890,871 shares
    Change vs previous 13F -2,141 shares

    0.11% of the 13F portfolio, value $59,804,153.

    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 893,012 shares
    Change vs previous 13F +15,647 shares

    0.12% of the 13F portfolio, value $58,054,696.

    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 877,365 shares
    Change vs previous 13F -170,391 shares

    0.12% of the 13F portfolio, value $53,466,653.

    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 1,047,756 shares
    Change vs previous 13F -41,448 shares

    0.15% of the 13F portfolio, value $58,098,086.

    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 1,089,204 shares
    Change vs previous 13F +55,273 shares

    0.16% of the 13F portfolio, value $56,812,898.

    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 1,033,931 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $59,161,548.

    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).