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CAPTRUST FINANCIAL ADVISORS: XETYX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 25,087 XETYX 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 25,087 shares
    Change vs previous 13F -2,465 shares

    <0.01% of the 13F portfolio, value $364,765.

    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 27,552 shares
    Change vs previous 13F +2,534 shares

    <0.01% of the 13F portfolio, value $379,946.

    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 25,018 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $383,770.

    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 24,940 shares
    Change vs previous 13F +10,727 shares

    <0.01% of the 13F portfolio, value $396,546.

    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 14,213 shares
    Change vs previous 13F -2,800 shares

    <0.01% of the 13F portfolio, value $219,882.

    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 17,013 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,600.

    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).