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CAPTRUST FINANCIAL ADVISORS: WIX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 6,500 WIX 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 6,500 shares
    Change vs previous 13F -5,473 shares

    <0.01% of the 13F portfolio, value $294,890.

    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 11,973 shares
    Change vs previous 13F -5,494 shares

    <0.01% of the 13F portfolio, value $1,078,380.

    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 17,467 shares
    Change vs previous 13F -52,326 shares

    <0.01% of the 13F portfolio, value $1,814,621.

    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 69,793 shares
    Change vs previous 13F -361,928 shares

    0.03% of the 13F portfolio, value $12,397,276.

    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 431,721 shares
    Change vs previous 13F +104,120 shares

    0.15% of the 13F portfolio, value $68,410,564.

    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 327,601 shares
    Change vs previous 13F +48,007 shares

    0.13% of the 13F portfolio, value $53,523,401.

    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 279,594 shares
    Change vs previous 13F +41,129 shares

    0.17% of the 13F portfolio, value $59,986,826.

    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 238,465 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $39,864,142.

    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).