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CAPTRUST FINANCIAL ADVISORS: PXH position timeline

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

CAPTRUST FINANCIAL ADVISORS held 408,545 PXH 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 408,545 shares
    Change vs previous 13F +6,825 shares

    0.02% of the 13F portfolio, value $11,390,238.

    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 401,720 shares
    Change vs previous 13F -6,818 shares

    0.02% of the 13F portfolio, value $10,810,289.

    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 408,538 shares
    Change vs previous 13F +5,859 shares

    0.02% of the 13F portfolio, value $10,544,375.

    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 402,679 shares
    Change vs previous 13F -54,896 shares

    0.02% of the 13F portfolio, value $10,236,104.

    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 457,575 shares
    Change vs previous 13F +59,825 shares

    0.02% of the 13F portfolio, value $10,702,679.

    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 397,750 shares
    Change vs previous 13F +362 shares

    0.02% of the 13F portfolio, value $8,647,095.

    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 397,388 shares
    Change vs previous 13F -852 shares

    0.02% of the 13F portfolio, value $8,138,514.

    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 398,240 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,741,359.

    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).