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CAPTRUST FINANCIAL ADVISORS: XLU position timeline

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

CAPTRUST FINANCIAL ADVISORS held 578,365 XLU 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 578,365 shares
    Change vs previous 13F +47,211 shares

    0.04% of the 13F portfolio, value $26,223,053.

    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 531,154 shares
    Change vs previous 13F +24,404 shares

    0.04% of the 13F portfolio, value $24,374,729.

    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 506,750 shares
    Change vs previous 13F +250,292 shares

    0.04% of the 13F portfolio, value $21,633,162.

    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 256,458 shares
    Change vs previous 13F +547 shares

    0.05% of the 13F portfolio, value $22,365,733.

    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 255,911 shares
    Change vs previous 13F +36,014 shares

    0.05% of the 13F portfolio, value $20,897,670.

    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 219,897 shares
    Change vs previous 13F +892 shares

    0.04% of the 13F portfolio, value $17,338,857.

    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 219,005 shares
    Change vs previous 13F +7,315 shares

    0.05% of the 13F portfolio, value $16,576,482.

    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 211,690 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,100,325.

    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).