Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: XLG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 38,266 XLG 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 38,266 shares
    Change vs previous 13F -11,440 shares

    <0.01% of the 13F portfolio, value $2,343,017.

    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 49,706 shares
    Change vs previous 13F +9,129 shares

    <0.01% of the 13F portfolio, value $2,711,488.

    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 40,577 shares
    Change vs previous 13F +3,494 shares

    <0.01% of the 13F portfolio, value $2,405,399.

    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 37,083 shares
    Change vs previous 13F +3,372 shares

    <0.01% of the 13F portfolio, value $2,133,021.

    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 33,711 shares
    Change vs previous 13F +5,914 shares

    <0.01% of the 13F portfolio, value $1,756,330.

    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 27,797 shares
    Change vs previous 13F -2,551 shares

    <0.01% of the 13F portfolio, value $1,279,236.

    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 30,348 shares
    Change vs previous 13F +3,798 shares

    <0.01% of the 13F portfolio, value $1,516,169.

    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 26,550 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,261,906.

    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).