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CAPTRUST FINANCIAL ADVISORS: FEX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 16,158 FEX 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 16,158 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $2,260,078.

    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 16,237 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $1,979,779.

    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 16,211 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $1,922,857.

    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 16,174 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $1,889,495.

    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 16,173 shares
    Change vs previous 13F +751 shares

    <0.01% of the 13F portfolio, value $1,778,373.

    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 15,422 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $1,580,106.

    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 15,421 shares
    Change vs previous 13F +11,042 shares

    <0.01% of the 13F portfolio, value $1,608,302.

    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 4,379 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $456,185.

    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).