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CAPTRUST FINANCIAL ADVISORS: EXE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 47,242 EXE 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 47,242 shares
    Change vs previous 13F +3,861 shares

    0.01% of the 13F portfolio, value $4,308,001.

    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 43,381 shares
    Change vs previous 13F +14,069 shares

    0.01% of the 13F portfolio, value $4,762,946.

    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 29,312 shares
    Change vs previous 13F +1,816 shares

    0.01% of the 13F portfolio, value $3,234,825.

    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 27,496 shares
    Change vs previous 13F +3,536 shares

    0.01% of the 13F portfolio, value $2,921,167.

    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 23,960 shares
    Change vs previous 13F +3,819 shares

    0.01% of the 13F portfolio, value $2,801,881.

    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 20,141 shares
    Change vs previous 13F -8,261 shares

    0.01% of the 13F portfolio, value $2,242,079.

    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 28,402 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,827,422.

    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).