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CAPTRUST FINANCIAL ADVISORS: KEX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 17,519 KEX 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 17,519 shares
    Change vs previous 13F +3,795 shares

    <0.01% of the 13F portfolio, value $2,382,058.

    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 13,724 shares
    Change vs previous 13F +494 shares

    <0.01% of the 13F portfolio, value $1,823,654.

    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 13,230 shares
    Change vs previous 13F -319 shares

    <0.01% of the 13F portfolio, value $1,457,681.

    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 13,549 shares
    Change vs previous 13F -3,687 shares

    <0.01% of the 13F portfolio, value $1,130,664.

    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 17,236 shares
    Change vs previous 13F +2,719 shares

    <0.01% of the 13F portfolio, value $1,954,735.

    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 14,517 shares
    Change vs previous 13F +1,315 shares

    <0.01% of the 13F portfolio, value $1,466,362.

    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 13,202 shares
    Change vs previous 13F -442 shares

    <0.01% of the 13F portfolio, value $1,396,772.

    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 13,644 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,670,435.

    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).