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CAPTRUST FINANCIAL ADVISORS: AXSM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 10,352 AXSM 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 10,352 shares
    Change vs previous 13F -1,214 shares

    <0.01% of the 13F portfolio, value $2,533,859.

    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 11,566 shares
    Change vs previous 13F +322 shares

    <0.01% of the 13F portfolio, value $1,954,792.

    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 11,244 shares
    Change vs previous 13F +3,285 shares

    <0.01% of the 13F portfolio, value $2,053,604.

    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 7,959 shares
    Change vs previous 13F +967 shares

    <0.01% of the 13F portfolio, value $966,621.

    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 6,992 shares
    Change vs previous 13F +3,888 shares

    <0.01% of the 13F portfolio, value $729,895.

    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 3,104 shares
    Change vs previous 13F +151 shares

    <0.01% of the 13F portfolio, value $362,020.

    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 2,953 shares
    Change vs previous 13F -2,769 shares

    <0.01% of the 13F portfolio, value $249,853.

    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 5,722 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $514,236.

    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).