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CAPTRUST FINANCIAL ADVISORS: XLI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 578,586 XLI 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 578,586 shares
    Change vs previous 13F +98,644 shares

    0.16% of the 13F portfolio, value $107,171,571.

    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 479,942 shares
    Change vs previous 13F +102,129 shares

    0.14% of the 13F portfolio, value $77,618,018.

    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 377,813 shares
    Change vs previous 13F +23,230 shares

    0.11% of the 13F portfolio, value $58,606,397.

    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 354,583 shares
    Change vs previous 13F +5,942 shares

    0.11% of the 13F portfolio, value $54,687,377.

    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 348,641 shares
    Change vs previous 13F +10,395 shares

    0.11% of the 13F portfolio, value $51,431,579.

    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 338,246 shares
    Change vs previous 13F +186,007 shares

    0.11% of the 13F portfolio, value $44,333,868.

    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 152,239 shares
    Change vs previous 13F +17,389 shares

    0.06% of the 13F portfolio, value $20,058,969.

    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 134,850 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $18,264,065.

    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).