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CAPTRUST FINANCIAL ADVISORS: EXPE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 43,371 EXPE 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 43,371 shares
    Change vs previous 13F +2,983 shares

    0.02% of the 13F portfolio, value $11,097,669.

    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 40,388 shares
    Change vs previous 13F -4,628 shares

    0.02% of the 13F portfolio, value $9,325,126.

    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 45,016 shares
    Change vs previous 13F -344 shares

    0.02% of the 13F portfolio, value $12,753,364.

    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 45,360 shares
    Change vs previous 13F +8,133 shares

    0.02% of the 13F portfolio, value $9,695,617.

    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 37,227 shares
    Change vs previous 13F +5,597 shares

    0.01% of the 13F portfolio, value $6,279,431.

    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 31,630 shares
    Change vs previous 13F +4,760 shares

    0.01% of the 13F portfolio, value $5,317,065.

    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 26,870 shares
    Change vs previous 13F +4,291 shares

    0.01% of the 13F portfolio, value $5,006,731.

    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 22,579 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,342,177.

    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).