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CAPTRUST FINANCIAL ADVISORS: EXPO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 29,529 EXPO 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 29,529 shares
    Change vs previous 13F +1,289 shares

    <0.01% of the 13F portfolio, value $1,735,128.

    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 28,240 shares
    Change vs previous 13F +17,911 shares

    <0.01% of the 13F portfolio, value $1,842,660.

    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 10,329 shares
    Change vs previous 13F +3,080 shares

    <0.01% of the 13F portfolio, value $717,455.

    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 7,249 shares
    Change vs previous 13F +1,201 shares

    <0.01% of the 13F portfolio, value $503,661.

    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 6,048 shares
    Change vs previous 13F -10,666 shares

    <0.01% of the 13F portfolio, value $451,847.

    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 16,714 shares
    Change vs previous 13F -3,914 shares

    <0.01% of the 13F portfolio, value $1,354,809.

    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 20,628 shares
    Change vs previous 13F -3,523 shares

    0.01% of the 13F portfolio, value $1,837,925.

    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 24,151 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,784,170.

    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).