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CAPTRUST FINANCIAL ADVISORS: SOXX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 68,232 SOXX 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 68,232 shares
    Change vs previous 13F -1,979 shares

    0.07% of the 13F portfolio, value $43,720,634.

    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 70,211 shares
    Change vs previous 13F +62,280 shares

    0.04% of the 13F portfolio, value $23,071,989.

    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 7,931 shares
    Change vs previous 13F +65 shares

    <0.01% of the 13F portfolio, value $2,388,523.

    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 7,866 shares
    Change vs previous 13F -330 shares

    <0.01% of the 13F portfolio, value $2,132,724.

    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 8,196 shares
    Change vs previous 13F -170 shares

    <0.01% of the 13F portfolio, value $1,956,403.

    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 8,366 shares
    Change vs previous 13F +3,510 shares

    <0.01% of the 13F portfolio, value $1,574,212.

    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 4,856 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $1,046,351.

    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 4,925 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,135,727.

    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).