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CAPTRUST FINANCIAL ADVISORS: FXE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 20,788 FXE 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 20,788 shares
    Change vs previous 13F +469 shares

    <0.01% of the 13F portfolio, value $2,191,887.

    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 20,319 shares
    Change vs previous 13F +1,585 shares

    <0.01% of the 13F portfolio, value $2,167,834.

    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 18,734 shares
    Change vs previous 13F -3,485 shares

    <0.01% of the 13F portfolio, value $2,031,796.

    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 22,219 shares
    Change vs previous 13F +938 shares

    <0.01% of the 13F portfolio, value $2,407,873.

    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 21,281 shares
    Change vs previous 13F +4,961 shares

    0.01% of the 13F portfolio, value $2,315,160.

    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 16,320 shares
    Change vs previous 13F +1,224 shares

    <0.01% of the 13F portfolio, value $1,630,368.

    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 15,096 shares
    Change vs previous 13F -1,134 shares

    <0.01% of the 13F portfolio, value $1,444,083.

    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 16,230 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,669,499.

    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).