Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: EXP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 36,599 EXP 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 36,599 shares
    Change vs previous 13F +4,197 shares

    0.01% of the 13F portfolio, value $8,234,675.

    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 32,402 shares
    Change vs previous 13F -4,422 shares

    0.01% of the 13F portfolio, value $6,138,256.

    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 36,824 shares
    Change vs previous 13F -1,397 shares

    0.01% of the 13F portfolio, value $7,610,817.

    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 38,221 shares
    Change vs previous 13F -162,364 shares

    0.02% of the 13F portfolio, value $8,907,066.

    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 200,585 shares
    Change vs previous 13F -168,448 shares

    0.09% of the 13F portfolio, value $40,540,154.

    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 369,033 shares
    Change vs previous 13F +3,703 shares

    0.21% of the 13F portfolio, value $81,899,470.

    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 365,330 shares
    Change vs previous 13F +15,574 shares

    0.26% of the 13F portfolio, value $90,148,832.

    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 349,756 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $100,607,255.

    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).