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CAPTRUST FINANCIAL ADVISORS: EIX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 138,384 EIX 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 138,384 shares
    Change vs previous 13F +1,077 shares

    0.02% of the 13F portfolio, value $10,302,666.

    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 137,307 shares
    Change vs previous 13F +26,834 shares

    0.02% of the 13F portfolio, value $10,047,180.

    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 110,473 shares
    Change vs previous 13F +45,282 shares

    0.01% of the 13F portfolio, value $6,630,619.

    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 65,191 shares
    Change vs previous 13F +15,871 shares

    0.01% of the 13F portfolio, value $3,603,780.

    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 49,320 shares
    Change vs previous 13F +15,464 shares

    0.01% of the 13F portfolio, value $2,544,907.

    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 33,856 shares
    Change vs previous 13F +13,044 shares

    0.01% of the 13F portfolio, value $1,994,782.

    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 20,812 shares
    Change vs previous 13F +3,040 shares

    <0.01% of the 13F portfolio, value $1,661,661.

    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 17,772 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,547,725.

    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).