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CAPTRUST FINANCIAL ADVISORS: AXS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 35,391 AXS 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 35,391 shares
    Change vs previous 13F -1,645 shares

    0.01% of the 13F portfolio, value $3,802,375.

    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 37,036 shares
    Change vs previous 13F +8,503 shares

    0.01% of the 13F portfolio, value $3,755,717.

    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 28,533 shares
    Change vs previous 13F +5,210 shares

    0.01% of the 13F portfolio, value $3,055,650.

    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 23,323 shares
    Change vs previous 13F -295 shares

    <0.01% of the 13F portfolio, value $2,234,349.

    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 23,618 shares
    Change vs previous 13F +5,053 shares

    0.01% of the 13F portfolio, value $2,452,024.

    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 18,565 shares
    Change vs previous 13F +8,954 shares

    <0.01% of the 13F portfolio, value $1,860,956.

    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 9,611 shares
    Change vs previous 13F +2,681 shares

    <0.01% of the 13F portfolio, value $851,727.

    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 6,930 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $551,697.

    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).