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CAPTRUST FINANCIAL ADVISORS: XEXGX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 51,755 XEXGX 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 51,755 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $507,717.

    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 52,755 shares
    Change vs previous 13F +9,298 shares

    <0.01% of the 13F portfolio, value $456,858.

    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 43,457 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $414,145.

    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 43,457 shares
    Change vs previous 13F +5,054 shares

    <0.01% of the 13F portfolio, value $395,457.

    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 38,403 shares
    Change vs previous 13F +20,402 shares

    <0.01% of the 13F portfolio, value $336,023.

    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 18,001 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $146,524.

    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).