Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: CXW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 258,852 CXW 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 258,852 shares
    Change vs previous 13F +581 shares

    0.01% of the 13F portfolio, value $7,863,924.

    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 258,271 shares
    Change vs previous 13F +105,074 shares

    0.01% of the 13F portfolio, value $4,883,905.

    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 153,197 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $2,927,595.

    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 153,515 shares
    Change vs previous 13F -7,995 shares

    0.01% of the 13F portfolio, value $3,124,030.

    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 161,510 shares
    Change vs previous 13F -35,358 shares

    0.01% of the 13F portfolio, value $3,403,016.

    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 196,868 shares
    Change vs previous 13F +50,309 shares

    0.01% of the 13F portfolio, value $3,994,452.

    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 146,559 shares
    Change vs previous 13F -24,188 shares

    0.01% of the 13F portfolio, value $3,186,193.

    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 170,747 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,159,950.

    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).