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CAPTRUST FINANCIAL ADVISORS: XLP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 115,055 XLP 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 115,055 shares
    Change vs previous 13F +78,932 shares

    0.01% of the 13F portfolio, value $9,557,613.

    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 36,123 shares
    Change vs previous 13F +95 shares

    0.01% of the 13F portfolio, value $2,961,348.

    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 36,028 shares
    Change vs previous 13F -146,009 shares

    0.01% of the 13F portfolio, value $2,798,661.

    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 182,037 shares
    Change vs previous 13F +4,592 shares

    0.03% of the 13F portfolio, value $14,266,261.

    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 177,445 shares
    Change vs previous 13F +153,082 shares

    0.03% of the 13F portfolio, value $14,367,695.

    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 24,363 shares
    Change vs previous 13F -957 shares

    <0.01% of the 13F portfolio, value $1,989,707.

    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 25,320 shares
    Change vs previous 13F -9,237 shares

    0.01% of the 13F portfolio, value $1,990,423.

    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 34,557 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,868,269.

    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).