CAPTRUST FINANCIAL ADVISORS: IXN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on IXN, newest first. How the timeline and the estimate are built.
CAPTRUST FINANCIAL ADVISORS held 26,311 IXN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 26,311 sharesChange vs previous 13F +1,716 shares
0.01% of the 13F portfolio, value $3,801,368.
13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,595 sharesChange vs previous 13F +5,198 shares
<0.01% of the 13F portfolio, value $2,458,729.
13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,397 sharesChange vs previous 13F +341 shares
<0.01% of the 13F portfolio, value $2,036,663.
13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,056 sharesChange vs previous 13F -73 shares
<0.01% of the 13F portfolio, value $1,966,730.
13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,129 sharesChange vs previous 13F +1,392 shares
<0.01% of the 13F portfolio, value $1,766,336.
13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,737 sharesChange vs previous 13F -1,605 shares
<0.01% of the 13F portfolio, value $1,343,369.
13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,342 sharesChange vs previous 13F -847 shares
<0.01% of the 13F portfolio, value $1,639,199.
13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,189 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,666,165.
13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).