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CAPTRUST FINANCIAL ADVISORS: DBX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 68,661 DBX 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 68,661 shares
    Change vs previous 13F -61,589 shares

    <0.01% of the 13F portfolio, value $1,886,118.

    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 130,250 shares
    Change vs previous 13F -1,710 shares

    0.01% of the 13F portfolio, value $2,959,268.

    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 131,960 shares
    Change vs previous 13F -1,648 shares

    0.01% of the 13F portfolio, value $3,668,480.

    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 133,608 shares
    Change vs previous 13F +563 shares

    0.01% of the 13F portfolio, value $4,036,298.

    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 133,045 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $3,805,087.

    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 133,058 shares
    Change vs previous 13F +52,934 shares

    0.01% of the 13F portfolio, value $3,553,979.

    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 80,124 shares
    Change vs previous 13F +5,300 shares

    0.01% of the 13F portfolio, value $2,406,925.

    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 74,824 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,902,774.

    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).