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CAPTRUST FINANCIAL ADVISORS: BOXX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 33,768 BOXX 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 33,768 shares
    Change vs previous 13F -5,200 shares

    0.01% of the 13F portfolio, value $3,953,895.

    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 38,968 shares
    Change vs previous 13F -9,511 shares

    0.01% of the 13F portfolio, value $4,531,589.

    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 48,479 shares
    Change vs previous 13F +36,142 shares

    0.01% of the 13F portfolio, value $5,579,933.

    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 12,337 shares
    Change vs previous 13F -18,873 shares

    <0.01% of the 13F portfolio, value $1,404,691.

    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 31,210 shares
    Change vs previous 13F -29,075 shares

    0.01% of the 13F portfolio, value $3,516,743.

    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 60,285 shares
    Change vs previous 13F -136 shares

    0.02% of the 13F portfolio, value $6,721,175.

    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 60,421 shares
    Change vs previous 13F -3,326 shares

    0.02% of the 13F portfolio, value $6,663,178.

    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 63,747 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,943,911.

    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).