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CAPTRUST FINANCIAL ADVISORS: EXC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 69,877 EXC 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 69,877 shares
    Change vs previous 13F +2,075 shares

    <0.01% of the 13F portfolio, value $3,257,678.

    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 67,802 shares
    Change vs previous 13F +5,746 shares

    0.01% of the 13F portfolio, value $3,323,674.

    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 62,056 shares
    Change vs previous 13F +4,458 shares

    0.01% of the 13F portfolio, value $2,705,014.

    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 57,598 shares
    Change vs previous 13F -2,313 shares

    0.01% of the 13F portfolio, value $2,592,467.

    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 59,911 shares
    Change vs previous 13F -3,063 shares

    0.01% of the 13F portfolio, value $2,601,329.

    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 62,974 shares
    Change vs previous 13F +13,023 shares

    0.01% of the 13F portfolio, value $2,901,825.

    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 49,951 shares
    Change vs previous 13F +3,870 shares

    0.01% of the 13F portfolio, value $1,880,164.

    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 46,081 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,868,594.

    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).