Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: XLC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 519,179 XLC 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 519,179 shares
    Change vs previous 13F +179,781 shares

    0.09% of the 13F portfolio, value $55,619,638.

    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 339,398 shares
    Change vs previous 13F -13,436 shares

    0.07% of the 13F portfolio, value $37,621,594.

    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 352,834 shares
    Change vs previous 13F +196,414 shares

    0.08% of the 13F portfolio, value $41,535,620.

    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 156,420 shares
    Change vs previous 13F -1,126 shares

    0.04% of the 13F portfolio, value $18,515,383.

    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 157,546 shares
    Change vs previous 13F -155 shares

    0.04% of the 13F portfolio, value $17,098,500.

    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 157,701 shares
    Change vs previous 13F -7,679 shares

    0.04% of the 13F portfolio, value $15,210,219.

    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 165,380 shares
    Change vs previous 13F +723 shares

    0.05% of the 13F portfolio, value $16,010,483.

    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 164,657 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,885,033.

    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).