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CAPTRUST FINANCIAL ADVISORS: XBI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 24,933 XBI 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 24,933 shares
    Change vs previous 13F +8,443 shares

    0.01% of the 13F portfolio, value $3,945,599.

    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 16,490 shares
    Change vs previous 13F +5,513 shares

    <0.01% of the 13F portfolio, value $2,106,330.

    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 10,977 shares
    Change vs previous 13F +2,170 shares

    <0.01% of the 13F portfolio, value $1,338,397.

    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 8,807 shares
    Change vs previous 13F +555 shares

    <0.01% of the 13F portfolio, value $882,497.

    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 8,252 shares
    Change vs previous 13F -2,475 shares

    <0.01% of the 13F portfolio, value $684,364.

    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 10,727 shares
    Change vs previous 13F -13,208 shares

    <0.01% of the 13F portfolio, value $869,919.

    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 23,935 shares
    Change vs previous 13F +5,683 shares

    0.01% of the 13F portfolio, value $2,155,631.

    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 18,252 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,803,347.

    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).