Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: XLK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,381,036 XLK 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 1,381,036 shares
    Change vs previous 13F +301,337 shares

    0.4% of the 13F portfolio, value $263,114,980.

    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 1,079,699 shares
    Change vs previous 13F -73,666 shares

    0.25% of the 13F portfolio, value $143,480,870.

    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 1,153,365 shares
    Change vs previous 13F +541,426 shares

    0.32% of the 13F portfolio, value $166,049,940.

    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 611,939 shares
    Change vs previous 13F -49,197 shares

    0.35% of the 13F portfolio, value $172,481,260.

    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 661,136 shares
    Change vs previous 13F -22,655 shares

    0.37% of the 13F portfolio, value $167,419,298.

    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 683,791 shares
    Change vs previous 13F -54,859 shares

    0.35% of the 13F portfolio, value $141,189,650.

    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 738,650 shares
    Change vs previous 13F -36,834 shares

    0.49% of the 13F portfolio, value $171,750,428.

    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 775,484 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $175,073,010.

    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).