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CAPTRUST FINANCIAL ADVISORS: FXL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 31,302 FXL 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 31,302 shares
    Change vs previous 13F -2,284 shares

    0.01% of the 13F portfolio, value $6,799,380.

    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 33,586 shares
    Change vs previous 13F -463 shares

    0.01% of the 13F portfolio, value $5,310,717.

    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 34,049 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $5,729,696.

    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 33,967 shares
    Change vs previous 13F -448 shares

    0.01% of the 13F portfolio, value $5,706,046.

    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 34,415 shares
    Change vs previous 13F -198 shares

    0.01% of the 13F portfolio, value $5,415,487.

    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 34,613 shares
    Change vs previous 13F +27,423 shares

    0.01% of the 13F portfolio, value $4,577,598.

    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 7,190 shares
    Change vs previous 13F +463 shares

    <0.01% of the 13F portfolio, value $1,068,074.

    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 6,727 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $932,665.

    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).