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CAPTRUST FINANCIAL ADVISORS: QXO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 714,769 QXO 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 714,769 shares
    Change vs previous 13F +99,071 shares

    0.02% of the 13F portfolio, value $12,351,216.

    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 615,698 shares
    Change vs previous 13F +42,333 shares

    0.02% of the 13F portfolio, value $11,956,864.

    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 573,365 shares
    Change vs previous 13F +213,600 shares

    0.02% of the 13F portfolio, value $11,060,219.

    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 359,765 shares
    Change vs previous 13F +62,949 shares

    0.01% of the 13F portfolio, value $6,857,117.

    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 296,816 shares
    Change vs previous 13F +116,456 shares

    0.01% of the 13F portfolio, value $6,393,417.

    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 180,360 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,442,074.

    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).